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Recent Updates and Insights

August 30, 2024 in Meritage Articles

TRUSTS, WILLS AND POWER OF ATTORNEY

What should your estate plan include? In the financial planning work we do with our clients, we are often asked about estate planning issues. We have found it helpful to…
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August 6, 2024 in Meritage Articles

Market Update

We wanted to provide a brief update on market conditions in light of the sell-off in stocks that began late last week and has carried through today. The downturn in…
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July 10, 2024 in Investment Commentary

Investment Update

Overview Amidst a generally positive economic backdrop, equity markets turned in a mixed performance in the second quarter. The S&P 500 (de-facto market benchmark) gained 4.3%, leaving the year-to-date return…
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