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23Aug 2023

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 markets (and risk assets in general). Beyond that, the…

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25Jul 2023

Quarterly Market Perspective for 2Q23

Schwab Transition In 2020, our custodian, TD Ameritrade, was acquired by the Charles Schwab Corporation. Over the past several years, the two companies have put tremendous thought and resources into…

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25Apr 2023

Quarterly Market Perspective for 1Q23

Summary The markets experienced as much volatility last quarter as we normally see in a full year, but it was mostly to the upside.  Several of 2022’s most underperforming assets…

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