our insights

Stay informed with perspectives from our investment team:

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 […]
Read More

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.

Explore Market Perspective

Portfolio Strategy

Longer-form research on portfolio construction — asset allocation, structure, and how we manage risk across stocks, bonds, and beyond.

Explore Portfolio Strategy

Quarterly Perspective

A deeper review published each quarter — the events that mattered, the themes beneath them, and what we are watching next.

Read Our Quarterly Perspective

The Trademark Take

A weekly look at the charts our investment team is watching, and what they suggest for portfolio management.

Read Our Take

Our Latest Insights

January 17, 2011

by Mark Carlton, CFA®

Quarterly Perspective for 4Q10, Mark Carlton, CFA

Summary The U.S. stock market posted its second consecutive double-digit quarter as more investors became convinced that the economic...
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.

Schedule a Consultation

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.