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January 8, 2025 in Investment Commentary

Investment Update

The Markets It was a stellar year for stocks, building on 2023’s strong results. While finishing the year below recent highs, stocks flourished amidst a highly supportive backdrop of earnings…
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January 7, 2025 in Investment Commentary

Fixed Income Investment Update

While 2023 was a year dominated by speculation about when the Federal Reserve would end its hiking cycle, 2024 shifted focus to when the Fed would cut overnight rates and…
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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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