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
BY THOMAS FRISBIE, CFA In April, the Congressional Budget Office released its “Budget and Economic Outlook”, which included 10-year projections on the size of the federal budget deficit. The report somberly predicted that, following passage of Donald Trump’s tax cuts, the … Read More
By MONTAG Last week, our friends over at Charles Schwab put out this piece on market volatility, after the Italian president made some political (and financial) waves by vetoing a finance minister and sparked concern that the country could leave the … Read More
BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS The investing public is bombarded with conflicting messages from a variety of financial services firms, making it difficult to sort things out among the noise. Especially targeted by these firms are wealthy individuals, … Read More
By STEVE WHITTINGTON, CFA Getting to the point, and being clear, matters when relaying information to clients. Sure, you want your portfolio manager to be able to explain their investments, market movement, and other “difficult math” when asked, but you … Read More
By STEVE WHITTINGTON, CFA In our country right now, a unique dynamic is occurring: there is a wealth transition from one generation (the baby boomers) to another (their children) that has never been seen before, both in size and scope. … Read More
By BEAU MILLER The Affordable Care Act (ACA) is a law that has essentially transformed the American healthcare system. ACA impacts every US citizen and legal resident in some form or fashion. As someone who is on the front … Read More
Following the Equifax data breach in the spring of 2017, many consumers asked how this breach could potentially affect them and what precautions should be taken. As Stacey Godwin, Chief Compliance Officer for MONTAG stated in her blog post from … Read More
