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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

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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May 23, 2014

by Mark Carlton, CFA®

Market Perspective for 5.23.14

Stock prices have leveled off here in 2014.  The blue chip averages have recovered from both their January correction (6%) and a smaller...
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