BY THOMAS FRISBIE, CFA Every April, this writer looks forward to the playing of the Masters golf tournament—the perfectly maintained golf course, the perfect gallery behavior, the perfect azaleas in bloom and the nearly perfect golf. CBS advertises the event several … Read More
By STEVE WHITTINGTON, CFA By now, anyone reading this blog, anyone reading anything, anywhere knows about what our country is currently grappling with regarding our nation’s response to the arrival of the coronavirus, or COVID-19, in America, and the subsequent … Read More
BY THOMAS FRISBIE, CFA For the sake of speed and efficiency, this blog post is available to clients and other people we consider interested in our work. Therefore, the comments within or additional thoughts might have already been shared or … Read More
By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe that lawyers are largely to blame for the enormous psychological and financial damage caused by the divorce process. That’s not surprising, … Read More
Happy 2020! With the new year comes tax preparation season for 2019 tax returns. Our friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax forms will be mailed in regard to … Read More
By STEVE WHITTINGTON, CFA Happy New Year! And with the New Year, comes change. While the slogan “new year, new you” is often a popular one to use for self-motivation as the New Year comes, that is going to be … Read More
At MONTAG, our firm believes in the power of giving back to our community, and doing so in a meaningful way that makes our lives feel more enriched. Some folks believe in giving back in traditional ways, like a canned … Read More
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