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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 18, 2013

by Mark Carlton, CFA®

3Q12 Quarterly Perspective

Summary Stocks continued their rally in the third quarter.  The adage, “Sell in May and Go Away” has gained favor in recent years, in...
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October 8, 2013

by Mark Carlton, CFA®

More on the Government Shutdown

We've been receiving a fair amount of inquiries about the government shutdown and what it means for financial markets.  It is our belief...
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September 30, 2013

by Mark Carlton, CFA®

Market Bulletin on the Looming Government Shutdown

Market Bulletin on the Looming Shutdown Today, 9/30/13, the U.S. stock market is down but well off the lows set in the first half hour...
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