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Insights


Quarterly Perspective for 2Q.25
The second quarter came in like a shark and went out like a kitten. The first six trading days of the quarter were wracked with tariff fears and selling, then we got the policy reversal, and then investors increasingly traded stable assets for those that had more upside potential.
Mark Carlton
Jul 238 min read
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Market thoughts March 4, 2025
Market thoughts March 4, 2025 by Mark Carlton, CFA®
Mark Carlton
Mar 44 min read
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Market Perspective December 11, 2024
Trademark Blog Post – December 11, 2024: The U.S. stock market surged after the November election. Investors remembered that in the...
Mark Carlton
Dec 13, 20246 min read
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