by CHRISTINE R. QUILLIAN, CFA, CFP®   Finance 101 teaches us that higher interest rates (borrowing costs) should result in lower stock prices.  Loftier yields are viewed as a double headwind for stocks: first, higher financing costs hurt earnings by … Read More

by CHRISTINE R. QUILLIAN, CFA, CFP®, MONTAG Portfolio Manager   Whether you manage investments on your own or on behalf of others, deciding what to buy or sell, much less when or how much, can be a daunting task.  Just … Read More

By CHRISTINE R. QUILLIAN, CFA, CFP® At MONTAG, our clients count on us to research and monitor a wide range of investments to steer their portfolio toward the goals they seek. The list of available securities is endless, as is … Read More

By CHRISTINE R. QUILLIAN, CFA, CFP® “Experience is a comb life gives you after you lose your hair.” – Judith Stern After stocks’ worst-ever start to a calendar year, now is a good time to remind ourselves why investors volunteer … Read More

By CHRISTINE QUILLIAN, CFA, CFP® Like the monster under the bed, capital gains taxes loom large in investors’ minds.  Many investors have a tendency to hold on to stocks with large embedded capital gains because to sell or trim shares … Read More

BY CHRISTINE QUILLIAN, CFA, CFP®   The market price at which something is bought or sold is everything in investing.  A stock’s price is a single number that expresses a collective view of investors’ knowledge and expectations about a company.   We … Read More