Have you ever been in a meeting like this?       Boss from the head of the meeting table, pointing to a woman as others look on:  “Yes!  That’s exactly what I was going to think.”    

Celebrated New Yorker Magazine Editor and cartoonist Bob Mankoff employs some Shakespearean humor…       “Hamlet’s Duplex” – Second floor hallway, 2 apartment doors visible, one marked “2B” and the other “Not 2B”    

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 roles of Advisor and Custodian:       TAKEAWAY:  Best of both … Read More

Our firm’s latest take on markets, investing, current events and more.  Enjoy! MONTAG Viewpoints, Q1 2022

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