In your dictionary, the term spoof refers to a hoax, a prank, or a good-humored mocking. In today’s reality that term has implications that are anything but good humored. Spoofing refers to websites that look legitimate, but are not. It is an increasing problem. You...
With this note, we introduce a new communication piece that will focus on a broad range of wealth management issues. In the financial planning we do for our clients, I am often asked to address matters dealing with estate planning, tax law changes and strategies,...
We are very pleased to announce that Philip Cole, CFA, has joined Meritage as a Senior Client Portfolio Manager. Philip comes to us from Bank of America Private Bank, Kansas City, where he led a team of financial advisors in portfolio management and client service. His...
We are very pleased to announce the addition of two new professionals to our firm. MeLissa Trujillo joins us in a new role of Senior Portfolio Administrator. As an administrative member of the Investment Team, MeLissa supports our trading process, working closely with our full-time trader,...
We are pleased to announce what we believe is a significant enhancement to our security selection process. As you may recall, Meritage uses a combination of fundamental research with quantitative modeling in our investment process to identify attractive companies. We believe this approach enables us...
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