Trademark Financial Market Update – November 1, 2023 Interest Rate Environment Update It seems to me that the world is now in a new interest rate paradigm.  The 10-year Treasury…

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 their July gains and posted…

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…

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…

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…