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We are very pleased to announce that Philip Cole, CFA, has joined Meritage as a Senior Client Portfolio Manager. Philip comes to us from Bank of America Private Bank, Kansas City, where he led a team of financial advisors in portfolio ...
By Meritage Portfolio ManagementUncertainties around inflation, Fed tightening, and the resilience of the U.S. economy grew more worrisome in the second quarter, sparking a broad-based selloff in stocks and bonds. Coupled with the declines of the first quarter, all maj...
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