A little over a month ago, Russia invaded Ukraine; surely stocks are down and bonds are up since then, right? Not quite. The information provided is for illustration purposes only. It is not, and should not be regarded as … Read More
It’s important to balance these days’ worrisome headlines with a little dose of humor… Two dogs walking down a neighborhood sidewalk, one saying to the other – “It’s always ‘Sit,’ ‘Stay,’ ‘Heel’ — never ‘Think,’ ‘Innovate,’ ‘Be … Read More
Our “A Minute With MONTAG” series introduces the next in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers the all-important Client Relations: TAKEAWAY: Large institutions are centered on … Read More
“A Minute With MONTAG” considers the lighter side of today’s world… Woman to man, as they both sit in front of their notebook computers at the kitchen table – “Maybe you should work from someone else’s home.” … Read More
By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More
Our “A Minute With MONTAG” series introduces the next in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Privacy, Flexibility & Choices: TAKEAWAY: Large institutions are PRODUCT-oriented; MONTAG … Read More
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q4 2021
Our “A Minute With MONTAG” series introduces the second in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Turnover of Staff: TAKEAWAY: With MONTAG, turnover is generational.
On this “Thanksgiving Eve,” MONTAG takes a minute to share an old family recipe for delicious Pecan Pie… We wish you all a joyous Thanksgiving with family and friends! Click here for our website disclosure.