We are pleased to announce the recent arrival of  Kent Shaw, CFA, as the newest members of our investment management team.  Kent brings a wealth of securities analysis and portfolio management experience to MONTAG, thus expanding our investment and client … Read More

U.S. STOCK AND BOND MARKETS During the second quarter of 2014, the major U.S. stock market indices climbed higher. The S&P 500, Dow Jones Industrial and NASDAQ Composite averages posted gains of 5.2%, 2.8% and 5.5%, respectively. Those indices have … Read More

Following stellar gains in 2013, the stock market experienced an unusual losing January before wobbling higher during February and March. During the quarter, the S&P 500 and NASDAQ Composite stock indices recorded gains of 1.8% and 0.8%, respectively. The Dow … Read More

Fourth Quarter 2013 simulated the first three quarters:  Washington remained dysfunctional and investors remained fretful concerning interest rates, but the stock market rose anyway.  During the quarter, the S&P 500, Dow Jones Industrials and NASDAQ Composite gained 10.5%, 10.2% and … Read More