Investing Insights To Help Give You An Edge

We'll gladly plant our flag in believing data can make all the difference — especially when it comes to portfolio performance. The thing is, you probably don't have the time (or desire) to wade through the volume of information out there.

That's why every so often, we hold free presentations and webinars to give you the lowdown on what we think is essential for you to know.

And if you still want more, we publish The Merritt Point Minute, filled with economic commentary and filtered through our proprietary findings.

Our Commentary

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Merritt Point Minute -
April 2024

Thank you to our team, clients, and partners for your support over the last 5 years!

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Merritt Point Minute -
December 2023

Gratitude, warm wishes and our thoughts on what the Fed's latest public remarks mean for interest rates heading into 2024.

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Merritt Point Minute -
September 2023

The latest economic commentary, a reminder about Required Minimum Distributions, a noteworthy recognition for Jason Andrews and much more.

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