In your dictionary, the term spoof refers to a hoax, a prank, or a good-humored mocking. In today’s reality that term has implications that are anything but good humored. Spoofing refers to websites that look legitimate, but are not. I...
By Meritage Portfolio ManagementStrong Start to the Year Markets continued higher in the first quarter, boosted by the Federal Reserve’s policy shift signaling that the next move in interest rates would be downward. With the economy and labor markets demonstrating ...
By Meritage Portfolio ManagementIt was a lackluster start to the year for high quality fixed income with the move higher in US Treasury yields largely negating the tightening in Investment Grade (IG) credit spreads. Amidst generally decent macroeconomic data and a ra...
By Meritage Portfolio ManagementWith this note, we introduce a new communication piece that will focus on a broad range of wealth management issues. In the financial planning we do for our clients, I am often asked to address matters dealing with estate planning, tax...
By Deb Eveans, CPAIn our 4th quarter Investment Update last year, like many, we acknowledged the challenges heading into 2023, particularly concerning additional rate hikes and the risk that the Federal Reserve could unduly weaken the economy in its campa...
By Meritage Portfolio ManagementThe US Treasury market saw historic volatility in 2023 as uncertainty around inflation and Fed policy resulted in the benchmark 10yr to trade in a wide range from 3.30% to 5%. The Federal Reserve delivered 4 rate hikes of 25bps in 2023, ...
By Meritage Portfolio ManagementSoft landing, hard landing, no landing. What would Wall Street and the investment world do without similes, metaphors, narratives, and tales? When it comes to landings, we think they are better suited for airplanes, not economies. And ...
By Meritage Portfolio Management“Artificial Intelligence (AI)”, there, we said it. Now to be clear, nothing in this 2nd Quarter Investment Update was generated using ChatGPT or any other Large Language Model (LLM), although we did consult a few. Another Quarter of ...
By Meritage Portfolio ManagementAs a new member of the Meritage Investment Team, I will take the opportunity of composing the quarterly Investment Update and to introduce myself. You may recall from our December holiday note that I recently joined the firm in the dual ...
By Zack ShafranThe news of the failure of Silicon Valley Bank (SVB) and accompanying turmoil in the banking sector is worthy of a brief note of explanation and perspective. There will be more that we will know and address in our upcoming quarterly cor...
By Meritage Portfolio ManagementIn 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 ...
By Meritage Portfolio ManagementWorries 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...
By Meritage Portfolio ManagementWe 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...
By Meritage Portfolio ManagementWe are very pleased to announce the addition of two new professionals to our firm. MeLissa Trujillo joins us in a new role of Senior Portfolio Administrator. As an administrative member of the Investment Team, MeLissa supports our tradin...
By Meritage Portfolio ManagementWe try not to overdo these special market notes, but the recent volatility and weakness in the market is clearly deserving of an update. Our intent is to provide some context to what is going on and share a few thoughts on how we all...
By Meritage Portfolio ManagementThe gradual transition of the financial backdrop back to pre-pandemic conditions encountered new challenges in the first quarter, unnerving both stock and bond investors. At stake is an economy looking to maintain its upward trajectory, ...
By Meritage Portfolio ManagementSummary Market volatility has remained very high since our recent update in late January. We have seen additional evidence regarding the persistence of inflation and now the unfortunate incursion by Russia into Ukraine. We don’t try to...
By Meritage Portfolio ManagementWe thought we would pass along a few thoughts about the heightened volatility in the equity market. We don’t want to attach too much significance to the first 3 ½ weeks of the year (now officially the worst start ever) but we think ...
By Meritage Portfolio ManagementFrom a broad perspective, the world moved closer to normal over the past year. At the same time, there was very little about this year that seemed normal. Such is the process of putting the pieces back together, knowing the outcome won...
By Meritage Portfolio ManagementSeven consecutive months of positive returns came to an abrupt end in September, erasing gains for the quarter for most broad-based equity indices. This turn of fortune was accompanied by a mix of new and old developments that for now ...
By Meritage Portfolio ManagementThe Growth Equity strategy from Meritage Portfolio Management was awarded the “6 Star Top Guns U.S. Equity Universe” ranking within the Informa Investment Solutions (IIS) PSN manager ranking database. This well-respected quarterly ra...
By Meritage Portfolio ManagementMost broad equity market benchmarks finished the quarter at or near all-time highs. The strong gains in the quarter reflected a combination of near ideal underlying fundamentals, ranging from company-specific earnings and revenue trends ...
By Meritage Portfolio ManagementI am very pleased to announce Meritage Portfolio Management has recently surpassed the $2 billion mark for assets under management (AUM). For more than 25 years, our dual mission of investment excellence coupled with personalized investm...
By Mark E. Eveans CFA, President & Chief Investment OfficerAs we pen this first quarter update amidst the comfort of markets residing around all-time highs, we can’t help from looking back at our Investment Update this same time one year ago. The extreme uncertainty of that moment still come...
By Meritage Portfolio ManagementThe Growth Equity strategy from Meritage Portfolio Management was awarded the “6 Star Top Guns U.S. Equity Universe” ranking within the Informa Investment Solutions (IIS) PSN manager ranking database. This well-respected quarterly ra...
By Meritage Portfolio ManagementThe haste to put 2020 in the past is understandable on many levels, though from an investment perspective, equity investors may do so with mixed feelings. This improbable year finished strongly for stocks with most broad market averages ...
By Meritage Portfolio ManagementWe are pleased to announce what we believe is a significant enhancement to our security selection process. As you may recall, Meritage uses a combination of fundamental research with quantitative modeling in our investment process to i...
By Meritage Portfolio ManagementMeritage associates, friends and family members gathered to support a world free of Alzheimer’s at the 2019 Walk to End Alzheimer’s on Sunday, October 6 in Corporate Woods. Many thanks to our fundraising contributors for supporting o...
By Meritage Portfolio ManagementAll of us at Meritage appreciate our good fortune to be a part of a successful business and live in a community that truly comes together to help those who are less fortunate. Our associates are encouraged to be involved with charitable ...
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