our insights
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
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...
Read More
August 23, 2023
by Mark Carlton, CFA®
Trademark Market Perspective for 8/23/2023
Trademark Financial Market Update – August 23, 2023 1) The US dollar continues to rise, suggesting a “risk-off” approach for global...
Read More
July 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 2Q23
Schwab TransitionIn 2020, our custodian, TD Ameritrade, was acquired by the Charles Schwab Corporation. Over the past several years, 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.