Insights
Is there an AI bubble?
With artificial intelligence all over the financial headlines and the stock market reaching new highs, some investors are wondering if we’re experiencing another bubble similar to the dot-com era. It’s
What the “One Big Beautiful Bill” Means for Taxpayers
After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4th. This new act dubbed the “One
More on Tariffs
The threat of an impactful wave of steep tariffs and an ongoing trade war has been looming, and on Wednesday, President Trump finally unveiled his plans for reciprocal tariffs on
Keeping Tariffs in Perspective
Tariffs and the subject of a trade war have made many news headlines again since the Trump administration took office for a second term. The threat of extensive tariffs on
Archived
Silicon Valley Bank and FDIC Limits
The failure of Silicon Valley Bank on Friday morning was spectacular in both its size and speed (it was wholly solvent on Wednesday). It was the largest failure of a
How Investors Can Position for Bear Markets
The S&P 500 officially fell to bear market levels this week. Rapid inflation across the economy has affected consumers and businesses, raising questions about spending and corporate profits. These pressures
Meritas Market Update May 3, 2022
For some investors, it may feel as if the market can’t catch a break. After what has already been a difficult start to the year, last week’s GDP report confirmed
PROPERTY & CASUALTY (HOME) INSURANCE TIPS 2021
We are sending this email to inform you of the growing insurance crisis in California and to equip you with knowledge about what you can do to protect yourself. Similar
Watch Out for Coronavirus Scams
We have sent several emails over the past few weeks to help you navigate the impact of COVID-19. Times like these bring out the best in people which we see
CARES Act Provides Relief to Individuals and Businesses
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses
Why Rebalance?
As you have read in our communications over the past few weeks, as part of our normal investment process, we will be looking to rebalance portfolios in the coming days.
Small Business Payroll Protection Program
Small businesses and sole proprietorships affected by the coronavirus pandemic can apply for loans under the federal Paycheck Protection Program (PPP) beginning this Friday, April 3rd. Treasury urged those in
Tax Loss Harvesting
We hope this message finds you healthy and well as we shelter in place. You may have noticed or will soon see some recent trades in your taxable account(s). The
Resilience
Our main message is a simple one: Whatever happens to your investments in the short run, you will be fine in the long run because the world is resilient. Give
The Wild Week That Was – March 9th – 13th
Many of us recall the misery of the 2008-9 Great Recession market collapse and remember wishing that instead of the daily discouraging grind of negative returns, the markets would just
Thoughts on Yesterday’s Headlines
The headlines have been unsettling. “Stocks Plummet, Stock Market Circuit Breakers Triggered, Oil Price War Has Started” were some of top news stories the past few days. Of course, the