MONTAG Viewpoints – Second Quarter, 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q2 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q2 2022
Our “A Minute With MONTAG” series introduces the final in our suite of six comparisons we call “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers the roles of Research and Analysis: TAKEAWAY: Independent, unconflicted … Read More
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