Notes from the helm...

Thoughts about life, the economy, and managing your wealth.

Where to begin…

By Shane Merritt | Jan 19, 2021 |
1000 Mark Bill

I’ve challenged myself recently to begin writing on a regular basis.  Currently, the bulk of my time is spent doing research and other things that will have meaningful impact for our clients, who are serious investors.  My hope is that this project will give me a chance to influence a broader audience of younger, less-experienced…

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