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Insights

Apr 9, 2018
4 min

Market Perspective for April 9th, 2016

A Correction? The longer we remain below the January 26th high in the S&P 500, the more significant those highs become.<1> The term...

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Mark Carlton

Mar 15, 2018
5 min

Market Perspective for March 15th, 2018

The stock market recovered most of its losses from the sharp, interest-rate related sell-off in early February. That said, the bounce...

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Mark Carlton

Feb 13, 2018
6 min

Trademark Market Perspective for 2/13/18

The continuation of the negative response of bonds to the strengthening economy and more importantly, to the normalization of interest...

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Mark Carlton

Jan 18, 2018
9 min

Quarterly Market Perspective for 4Q17

Summary There is really nothing negative one can say about 2017 in terms of the stock market. Returns were great almost anywhere one...

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Mark Carlton

Dec 28, 2017
5 min

Trademark Market Perspective for 12/28/17

Bonds made a move lower over the last couple of weeks most likely in response to the apparent inevitability of the new tax law lowering...

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Mark Carlton

Nov 15, 2017
6 min

Market Perspective for November 15th, 2017

The global stock markets seem “tired” right now. It has been a very good year, with the S&P 500 up around 17% with dividends included...

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Mark Carlton

Oct 18, 2017
9 min

3Q17 Quarterly Market Perspective

Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter.<1> That brings the year-to-date gain...

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Mark Carlton

Oct 6, 2017
3 min

Market Perspective for 10/6/17

Liquidity and the Fed Balance Sheet Over the last several years, advisers have been subjected to article after article saying the market...

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Mark Carlton

Aug 30, 2017
3 min

A Three Scenario Market

It has been a while since we sent out an update because from an investment standpoint, not much has changed. There continues to be...

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Mark Carlton

Jul 20, 2017
8 min

Trademark Quarterly Perspective

Summary U.S. stocks rose for the seventh consecutive quarter. The S&P 500 stock index added another 3.09%, bringing its year-to-date...

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Mark Carlton

Jun 26, 2017
5 min

Market Perspective for June 26th, 2017

Summary Technology stocks have done very well this year but have run into some resistance. After flirting with Energy and Financial...

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Mark Carlton

Jun 5, 2017
6 min

Trademark Market Perspective for June 5th, 2017

Oftentimes I write updates after conferences in order to process and make sense of the information I have just taken in. This is my...

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Mark Carlton

May 3, 2017
5 min

Trademark Market Perspective for May 3rd, 2017

I just returned from the Morningstar conference in Chicago. I always find it interesting to compare each conference I attend to past...

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Mark Carlton

Apr 19, 2017
10 min

1Q17 Trademark Quarterly Perspective

Summary Stocks gained a little over 6% last quarter while bonds rose 0.82%.<1> Stocks continued the momentum from late 2016 as...

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Mark Carlton

Apr 4, 2017
6 min

Market Perspective for April 4th, 2017

Stocks gained 6.07%, as measured by the S&P 500, last quarter.<1> That’s a very nice rate of return (over 24% if annualized). It...

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Mark Carlton

Mar 14, 2017
5 min

Market Perspective for March 14th, 2017

All eyes are on two things this week – the U.S. Federal Reserve meeting and the Dutch election. The former is expected to end Wednesday...

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Mark Carlton

Mar 3, 2017
5 min

Market Perspective for March 3rd, 2017

So far this has been a great year for investors. The US stock market was up 5.6% year-to-date through February and overseas markets are...

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Mark Carlton

Jan 24, 2017
10 min

Quarterly Perspective for 4Q16

Summary The U.S. stock market rallied to new highs last quarter. Investors appeared to be nervous leading up to the election, but...

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Mark Carlton

Jan 10, 2017
5 min

Market Perspective for January 10th, 2017

The first week of 2017 is in the books and this is what we learned: Foreign stocks really like it when the U.S. dollar stops rising....

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Mark Carlton

Dec 28, 2016
5 min

Trademark Market Perspective for December 28th, 2016

Scoreboard The S&P 500 has added another 3.08% so far this month, lifting its year-to-date advance to 12.7%. The EAFE foreign stock...

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