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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

October 25, 2025

by Mark Carlton, CFA®

Quarterly Perspective for 3Q.25

Historically, September is a difficult month for stocks.  Market started to anticipate this by flattening out in mid-August, but positive interest rate news…
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September 2, 2025

by Mark Carlton, CFA®

End of August Market Thoughts

Growth stocks seem a little tired. Give them credit where it is due, they have sizzled over the last few months.  However, in the wake of Nvidia’s…
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August 1, 2025

by Mark Carlton, CFA®

Market Thoughts August 1, 2025

This morning’s Unemployment Report was a shocker!  The 73,000 July figure was disappointing as 110,000 was expected, but it was hardly a market mover in and of…
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