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Recent Updates and Insights

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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May 15, 2024 in Meritage Articles

AI and the Investment Process

Artificial Intelligence (AI) is ramping at a faster pace than expected and it will soon become well engrained into almost every task we undertake, or at least that is what…
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May 15, 2024 in Meritage Articles

Exploring Charitable Giving Options – May 2024

Individuals who are charitably inclined are primarily motivated to do so because of causes near and dear to their heart. Being tax-smart allows donors to maximize the impact of those…
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