our insights
Stay informed with perspectives from our investment team:
Featured
June 9, 2026
by Mark Carlton, CFA®
Trademark Market Update of May 29.2026
Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.
Our Latest Insights
April 14, 2011
by Mark Carlton, CFA®
Market Perspective for 4/14/11
A few thoughts: 1. Forecasting the markets near term path is difficult under any circumstances. That said, when the Federal Reserve...
Read More
April 13, 2011
by Mark Carlton, CFA®
Quarterly Perspective for 1Q11
Summary Stocks posted another gain during a very volatile first quarter of 2011. The U.S. stock market surged to a gain of more than...
Read More
March 23, 2011
by Mark Carlton, CFA®
Trademark Market Perspective
As you are no doubt aware, on March 11th an earthquake measuring 9.0 on the Richter scale occurred just off the northeast coast of Japan,...
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.