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August 4, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary 2Q.2026

Summary Stocks roared back from a disappointing first quarter with a 14.1% gain in the second quarter.  That brought the year-to-date return up to 10.2%.  Technology did the heavy lifting – that sector rose 41.4% while the other ten sectors lagged the S&P 500’s gain.  In a complete reversal from the first quarter, energy was […]
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Investment Insights for Advisors

Ongoing market commentary and portfolio research from the team that manages the portfolios — designed to support the conversations you have with clients.

Market Perspective

Commentary on the events moving markets, written as the news develops. Each update gives advisors context for timely client conversations.

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Portfolio Strategy

Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.

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Quarterly Perspective

A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.

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The Trademark Take

A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.

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Our Latest Insights

October 21, 2014

by Mark Carlton, CFA®

Quarterly Perspective for 3Q14

Summary Stocks posted another gain last quarter as measured by the two major indices (the S&P 500 and the Dow Jones Industrial Average,...
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August 22, 2014

by Mark Carlton, CFA®

Our Market Perspective

As we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a...
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August 1, 2014

by Mark Carlton, CFA®

Market Perspective & Fund Notes for 8/1/14

Market Perspective Bear markets are a “when”, not an “if”.  The goal is to go into one without being overly aggressively positioned, so...
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