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November 13, 2024 in Meritage Articles

FAQ: Revisiting the merit of owning Government issued Series I Bonds

Why did I bonds become popular during 2022? In 2022, I bonds came to the attention of many investors due to an extraordinary spike in inflation that translated to a…
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October 31, 2024 in Meritage Articles

Tax Planning Wealth Management

Before we all get too deep into pumpkin spice everything and holiday celebrations, we want to take a few minutes to focus on year-end tax planning topics.  Custodial partners have…
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October 7, 2024 in Investment Commentary

Fixed Income Investment Update

Bonds awoke from their 2024 slumber in Q3 as the much anticipated first rate cut from the Federal Reserve came to fruition in mid-September with the promise of many more…
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