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...