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Investment Update

January 9, 2023

In a year that finished none too soon for most investors, stocks and bonds managed to wind up 2022 on a positive quarter. While not much consolation to most investors, the markets absorbed a sea change of disruptive news this year. Many ...

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By Meritage Portfolio Management

Investment Update

October 7, 2022

Worries about inflation, rising interest rates, and a contracting economy became more acute as the third quarter came to a dispirited end.  Rising bond yields stoked by the Fed’s recommitment to bring down inflation weighed heavily on...

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By Meritage Portfolio Management

Meritage Portfolio Management is an institutionally based investment management firm, providing asset management for families, foundations, endowments, corporations and qualified retirement plans. The firm manages $2.0 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.