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
By CANNON SAYERS Household accounting, or bookkeeping, is a service provided to people who may be in need of getting an understanding (and control of) their household expenses, consumer debt planning, reconciliation of various household accounts or are in general … Read More
By STEVE WHITTINGTON, CFA What correlation can say about the markets The stock market, at least measured by the S&P 500, had a steady and mostly linear climb through 2017 and into 2018. However, the return of volatility was only … 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
By STEVE WHITTINGTON, CFA How will Roboadvisors react when increased market volatility occurs? In math, and particularly computer science, an algorithm is defined as an unambiguous specification of how to solve a class of problems…algorithms can perform calculation, data processing, … Read More
With the 2017 tax return year ended, MONTAG clients have begun to ask us “when do the 1099s come out?” A 1099 Form is an Internal Revenue Service (IRS) form that covers income received other than employer salary for the … Read More