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Unpacking Q3 Stock Market Volatility

BY KENT SHAW, Portfolio Manager Volatility in the stock market and the often associated news stories that sound increasingly gloomy can be unnerving. Our aim is to reduce our clients’ need to consume such information so they can be freed … Read More

Throwback Thursday: Helpful Tips for Road Trips

BY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio managers are people too, and we look forward to spending time with our families like anyone else.  Indeed, summer is upon … Read More

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