In the waning days of the 2019 legislative session, Congress passed a new law, The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) that modifies rules on IRAs and employer retirement plans.  These provisions became effective January 1, 2020, as summarized below. Key changes...

2019 was a banner year for both stocks and bonds. In stark contrast to how the end of last year wrapped up, seemingly everything fell into place for stocks in the final quarter this year.  This lifted broad market returns to their best showing since...

Meritage Portfolio Management is pleased to share that the firm has been named to the 2019 Top 100 Financial Advisory Firms in the nation - CNBC FA 100.   The list was selected from more than 1,000 qualifying financial advisory firms using a proprietary methodology developed...

Meritage 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 our efforts through personal contributions, firm Casual for a Cause...

Stocks advanced slightly in the third quarter, adding to their strong gains in the first half and closing just under the market highs of late July. Volatility remained high as headlines around China trade negotiations and prospective Fed policy moved stocks in both directions. Economic...

U.S. stocks added to the strong gains of the first quarter, giving the broad market its best six month start in over twenty years. A slightly longer perspective shows more moderate returns, with stocks just ahead of where they were in late January, 2018. Most...

Deeply oversold conditions at year-end set the stage for a vigorous recovery for stocks in the first quarter of 2019. Similar to other corrections during the course of this bull market, the retracement in stock prices has occurred quickly. At the risk of oversimplifying, the turnaround...

The stock market pulled back sharply in the fourth calendar quarter.  Earlier-year gains were erased as declines breached bear-market territory for most broad-based indices.  A year that began with high expectations and optimism around a resurgent economy finished the year in the opposite camp.  The abruptness...

Meritage CIO, Mark Eveans, recently sat down with The Wall Street Transcript to discuss the firm's investment process and specific investment ideas within our separate equity strategies. This publication has been interviewing money managers and CEOs for over 50 years for an institutional subscriber base.The full interview...

At Meritage we are fortunate to have a loyal and caring group of associates, now going back over our 27 years (and even longer linked back to our predecessor firm).  Each year we recognize notable anniversaries.  This year’s honorees included two new five year veterans...