The Markets It was an improbable quarter for stocks, as markets rallied from near bear…
Meritage Portfolio ManagementJuly 7, 2025
The Markets Concerns about a deteriorating macroeconomic backdrop led to a sharp pullback in stocks…
Meritage Portfolio ManagementApril 8, 2025
Amidst a barrage of macro headlines and new policy measures, investors wrestled with the so-called…
Meritage Portfolio ManagementApril 7, 2025
The Markets It was a stellar year for stocks, building on 2023’s strong results. While…
Meritage Portfolio ManagementJanuary 8, 2025
While 2023 was a year dominated by speculation about when the Federal Reserve would end…
Meritage Portfolio ManagementJanuary 7, 2025
Why did I bonds become popular during 2022? In 2022, I bonds came to the…
Philip Cole, CFANovember 13, 2024
Before we all get too deep into pumpkin spice everything and holiday celebrations, we want…
Deb Eveans, CPAOctober 31, 2024
Bonds awoke from their 2024 slumber in Q3 as the much anticipated first rate cut…
Meritage Portfolio ManagementOctober 7, 2024
The Markets After a short-lived pull back in the month of August, equity markets ended…
Meritage Portfolio ManagementOctober 7, 2024