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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

April 15, 2013

by Mark Carlton, CFA®

Trademark Market Perspective for 4/15/13, Mark Carlton, CFA

On April 3rd I wrote a bulletin cautioning that the recent behavior of the stock market (new highs but with fewer stocks participating)...
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April 3, 2013

by Mark Carlton, CFA®

Trademark Bulletin for 4/3/13

Yesterday, April 2nd, was a bad day from a bull’s perspective.  Despite an 89 point gain on the Dow Jones Industrial Average and an 8...
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February 26, 2013

by Mark Carlton, CFA®

Market Perspective for February 26, 2013

A few thoughts about the various asset classes: Stocks Occasionally we hear the old saw, “It’s not a stock market, it’s a market of...
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