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Featured

August 4, 2026

by Mark Carlton, CFA®

Trademark Quarterly Commentary 2Q.2026

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%.

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

December 31, 2013

by Mark Carlton, CFA®

Trademark Perspective for December 30, 2013

Perhaps the cornerstone of the financial planner universe over the past 30 years is the 60/40 portfolio.

November 13, 2013

by Mark Carlton, CFA®

Market Perspective for 11/13/13

Today I am holding my ground in stocks. Though I see a lot of things that make me uncomfortable from an anecdotal standpoint, I am not ready to get defensive.

October 18, 2013

by Mark Carlton, CFA®

3Q12 Quarterly Perspective

The market is finally being led by economically sensitive sectors like industrials and consumer discretionary (think autos and washing machines).

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