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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 period from the last ten days of August through the…

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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 planning and preparing for the transition of TD Ameritrade clients…

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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 saw a remarkable comeback, most notably bonds and technology stocks. …

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