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 […]
Our Latest Insights
March 4, 2025
by Mark Carlton, CFA®
Market thoughts March 4, 2025
Market thoughts March 4, 2025 by Mark Carlton, CFA®
Read More
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. ...
Read More
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...
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.