Seven consecutive months of positive returns came to an abrupt end in September, erasing gains for the quarter for most broad-based equity indices.  This turn of fortune was accompanied by a mix of new and old developments that for now have turned investors more cautious. ...

Most broad equity market benchmarks finished the quarter at or near all-time highs. The strong gains in the quarter reflected a combination of near ideal underlying fundamentals, ranging from company-specific earnings and revenue trends to broad macro support from what have become the usual suspects...

I am very pleased to announce Meritage Portfolio Management has recently surpassed the $2 billion mark for assets under management (AUM). For more than 25 years, our dual mission of investment excellence coupled with personalized investment planning services has served our clients well. Distinguished from the trends...

As we pen this first quarter update amidst the comfort of markets residing around all-time highs, we can’t help from looking back at our Investment Update this same time one year ago.  The extreme uncertainty of that moment still comes through in our commentary, as...

The haste to put 2020 in the past is understandable on many levels, though from an investment perspective, equity investors may do so with mixed feelings. This improbable year finished strongly for stocks with most broad market averages ending the year near or above their...

Stocks advanced strongly in the third quarter, extending the rally from the pandemic-driven lows of late March.  While the first phase of this recovery seemed to defy most conventional views at the time, the strength in the third quarter was accompanied by increased investor confidence...

We hope this note finds you well.  As our client interaction remains more on the virtual side, we will continue to be more active with our periodic notes and updates. Following a strong second quarter, most trends have continued into the current quarter.  Stocks have moved...