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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

November 1, 2011

by Mark Carlton, CFA®

Market Perspective for 11/1/11

Economically, not all that much happened in October.  On September 30th the Economic Cycle Research Institute (ECRI) said that we were...
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October 13, 2011

by Mark Carlton, CFA®

Quarterly Perspective for 3Q11

Summary No two ways about it – the third quarter of 2011 was difficult.  The stock market declined all three months.  July was the month...
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September 15, 2011

by Mark Carlton, CFA®

Market Perspective for 9/15/11

I've been trying to put my arms around the financial events of the past two weeks.  Clearly the employment picture in the United States...
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