our insights
Stay informed with perspectives from our investment team:
Featured
March 30, 2026
Trademark Update – March 27, 2026
Market Update 1. Exactly a month ago, Europe was outperforming the U.S. year-to-date by over 7% (8.2% to 1.1%). Today that spread is less than 2% (-4.4% to -6.2%). As bad as things have been here in March, overseas it has been worse (except for Latin America). Asia saw their 14% rally erode, settling with […]
Our Latest Insights
July 17, 2013
post title
Summary The positive performance of the financial markets continued from the first quarter until the fourth week of May, when things...
Read More
April 19, 2013
Trademark Quarterly Perspective for 1Q13
Summary Stock prices surged in the first quarter of 2013, much as they did in the first quarter of 2012. The similarities end there,...
Read More
April 15, 2013
Trademark Market Perspective for 4/15/13, Mark Carlton, CFA
On April 3rd I wrote a bulletin cautioning that the recent behavior of the stock market (new highs but with fewer stocks participating)...
Read More
Schedule a Consultation
If you prefer a scheduled conversation, we are available for introductory calls to discuss your needs and determine how our services may align with your practice or organization.
A Trusted Partner
We are committed to providing a clear, consistent experience grounded in fiduciary discipline and long-term perspective. Your inquiry will be handled with professionalism, confidentiality, and care.