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October 31, 2024 in Meritage Articles

Tax Planning Wealth Management

Before we all get too deep into pumpkin spice everything and holiday celebrations, we want to take a few minutes to focus on year-end tax planning topics.  Custodial partners have…
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October 7, 2024 in Investment Commentary

Fixed Income Investment Update

Bonds awoke from their 2024 slumber in Q3 as the much anticipated first rate cut from the Federal Reserve came to fruition in mid-September with the promise of many more…
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October 7, 2024 in Investment Commentary

Investment Update

The Markets After a short-lived pull back in the month of August, equity markets ended the 3rd quarter near all-time highs. This advance has been far broader than the concentrated…
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