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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

January 17, 2014

by Mark Carlton, CFA®

Market Perspective for 4Q13

Summary Investors continued to push stocks higher in the fourth quarter.  Many of the concerns they had going into the year – the...
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December 31, 2013

by Mark Carlton, CFA®

Trademark Perspective for December 30, 2013

First of all, from a trading perspective, nothing has changed.  We are still in a bull market, and as such the correct position is to be...
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November 13, 2013

by Mark Carlton, CFA®

Market Perspective for 11/13/13

Current Conditions I suppose after the analogy I used in our Quarterly Perspective I should call this Lion Watch.   There are few issues...
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