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Our Latest Insights
January 30, 2025
by Mark Carlton, CFA®
Quarterly Market Summary for Q4 2024
Summary With dividends reinvested, the S&P 500 gained close to 25% in 2024, but only 2.4% [1] of that came in the final three months. ...
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December 13, 2024
by Mark Carlton, CFA®
Market Perspective December 11, 2024
Trademark Blog Post – December 11, 2024: The U.S. stock market surged after the November election. Investors remembered that in the...
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November 5, 2024
by Mark Carlton, CFA®
Quarterly Perspective For Q3, 2024
Summary The third quarter of 2024 was an investment advisor’s dream. Performance was very good, but better yet it was widely distributed...
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