The Markets Concerns about a deteriorating macroeconomic backdrop led to a sharp pullback in stocks…
Meritage Portfolio ManagementApril 8, 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
What should your estate plan include? In the financial planning work we do with our…
Meritage Portfolio ManagementAugust 30, 2024
We wanted to provide a brief update on market conditions in light of the sell-off…
Meritage Portfolio ManagementAugust 6, 2024