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Featured
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 […]
Our Latest Insights
July 23, 2025
by Mark Carlton, CFA®
Quarterly Perspective for 2Q.25
The second quarter came in like a shark and went out like a kitten. The first six trading days of the quarter were wracked with tariff fears and selling, then we got the policy reversal, and then investors increasingly traded stable assets for those that had more upside potential.
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April 22, 2025
by Mark Carlton, CFA®
Quarterly Market Summary for Q1 2025
Of Pianos, Mattresses, and Light Switches - Why it is Especially Challenging to Manage Assets in this Environment
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April 4, 2025
by Mark Carlton, CFA®
Market Thoughts April 4, 2025
In negotiations, it can be valuable to create the impression that you are willing to take bigger risks than your adversary. Oftentimes,...
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