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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 […]
Our Latest Insights
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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July 22, 2014
by Mark Carlton, CFA®
Quarterly Perspective for 2Q14
Summary The stock market rally continued through the second quarter of 2014. There was a brief -4% “correction” in early April but...
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June 16, 2014
by Mark Carlton, CFA®
Market Perspective for 6/16/14
Stocks finally broke out of their trading range after the Memorial Day holiday as investors decided that the economy was in fact growing...
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