02 Sep

Posted at 19:13h in Announcements, Meritage Articles

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...

07 Jul

Posted at 14:58h in Featured, Investment Commentary

Uncertainties around inflation, Fed tightening, and the resilience of the U.S. economy grew more worrisome in the second quarter, sparking a broad-based selloff in stocks and bonds. Coupled with the declines of the first quarter, all major indices have spilled over into bear market territory....

07 Jun

Posted at 19:35h in Announcements, Meritage Articles

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,...

06 Apr

Posted at 20:02h in Featured, Investment Commentary

The gradual transition of the financial backdrop back to pre-pandemic conditions encountered new challenges in the first quarter, unnerving both stock and bond investors. At stake is an economy looking to maintain its upward trajectory, having already managed through multiple COVID waves, surprisingly tight labor...

25 Feb

Posted at 20:47h in Featured, Investment Commentary

Summary Market volatility has remained very high since our recent update in late January. We have seen additional evidence regarding the persistence of inflation and now the unfortunate incursion by Russia into Ukraine. We don’t try to sugar-coat the times when stock prices are in turmoil,...