our insights
Stay informed with perspectives from our investment team:
Featured
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
September 25, 2013
by Mark Carlton, CFA®
Market Commentary for 9.25.13
Proactive vs. Reactive As an investor, you can choose to be either proactive or reactive. “Proactive” sounds so much better. It...
Read More
July 17, 2013
by Mark Carlton, CFA®
post title
Summary The positive performance of the financial markets continued from the first quarter until the fourth week of May, when things...
Read More
April 19, 2013
by Mark Carlton, CFA®
Trademark Quarterly Perspective for 1Q13
Summary Stock prices surged in the first quarter of 2013, much as they did in the first quarter of 2012. The similarities end there,...
Read More
Schedule a Consultation
If you prefer a scheduled conversation, we are available for introductory calls to discuss your needs and determine how our services may align with your practice or organization.
A Trusted Partner
We are committed to providing a clear, consistent experience grounded in fiduciary discipline and long-term perspective. Your inquiry will be handled with professionalism, confidentiality, and care.