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
A. Montag and Associates (d/b/a MONTAG) is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 22, 2017. The list recognizes top independent RIA firms from across the U.S. The … Read More
We are folding our sweaters and grabbing our allergy meds for the joyous pollen season (revenge of the flowers), also known as Spring. Our letter is presented in two sections, a brief overview of the markets and thoughts on a … Read More