As the end of the year approaches, there are a lot of key action items for our clients to consider, including tax preparation, charitable giving, required minimum distributions, and others. While the burden of notification is on a client’s custodian … Read More
By STEVE WHITTINGTON, CFA Recently, I took a day to go out to the park to contemplate my next assignment (which turned out to be this blog). As I was thinking, I decided to go around to folks sitting and … Read More
Access to all forms of financial markets has exploded in the 21st century. Investors now have more choices in investment strategies, instruments, and resources than ever before. To keep pace with this dynamic growth, electronic trading platforms were created. Companies … Read More
MONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock purchase represents a “good” business. Of course, whether a business is “good” or not is a subjective judgment, or, in other … Read More
People are often interested in learning more about MONTAG and the notion of “Private Wealth Management”:
By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More
HOW TO PRESERVE YOUR EXEMPTION AND AVOID FILING A GIFT TAX RETURN USING SIMPLE GIFTING PRINCIPLES By Hayley Hall, Esquire A client of mine recently asked for advice on a set of gifts he was planning … Read More
THE PIT (in your stomach) AND THE PENDULUM (of investment choices): ARE COMPLEX INVESTMENT SOLUTIONS FOR YOU? By STEVE WHITTINGTON, CFA In the famous short story The Pit and the Pendulum, penned by perhaps the original “Gothic” author Edgar Allan … Read More
By MONTAG STAFF As summer is in full swing and college grads are coming to grips with working for a living during the summer months instead of going to the beach, not all of them will be savvy to the … Read More