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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

March 4, 2025

by Mark Carlton, CFA®

Market thoughts March 4, 2025

Market thoughts March 4, 2025 by Mark Carlton, CFA®
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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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