our insights
Stay informed with perspectives from our investment team:
Featured
May 6, 2026
Trademark Market Update — April 30, 2026
Trademark Financial’s April 2026 market update covers the 10.4% U.S. stock rally, 30-year Treasury at 5%, earnings growth drivers, and updated domestic-to-foreign allocation views.
Our Latest Insights
March 23, 2011
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
March 16, 2011
Market Perspective
March 16, 2011 Editor’s Note: Mark started writing this most recent update on March 10th but as the events in Japan unfolded we decided...
Read More
February 22, 2011
Market Perspective, Mark Carlton, CFA
I wrote back in December that rising bond yields threatened the cyclical bull market in stocks. Over the next seven weeks bonds...
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.