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Stay informed with perspectives from our investment team:
Featured
July 27, 2026
by Sam Glubka, CIMA®
The Big Stories of 2Q26
Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.
Our Latest Insights
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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August 2, 2024
by Mark Carlton, CFA®
Quarterly Perspective for 2Q24
Summary The S&P 500 gained 4.3% last quarter, and 15.3% in the first half of the year[1]. That is the good news. The bad news was that...
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