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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

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...
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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...
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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,...
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