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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
January 25, 2024
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q23
Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from...
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November 1, 2023
by Mark Carlton, CFA®
Trademark Market Perspective for 11/01/2023
Trademark Financial Market Update – November 1, 2023 Interest Rate Environment Update It seems to me that the world is now in a new...
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October 24, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 3Q23
Summary The stock market rally ran into the wall of higher interest rates at the beginning of August. As a result, the market gave up...
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