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25Jan 2024

Quarterly Market Perspective for 4Q23

Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from Federal Reserve Chairman Jerome Powell led to a massive “Santa Claus…

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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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