It’s getting to be ‘that time’ again… With the changing color of the leaves, we know the year 2021 is soon to be winding down. Many MONTAG clients express their charitable intent around year end. Our custodians, Schwab and Fidelity, … Read More

“A Minute With MONTAG” considers the lighter side of today’s world…       Man holding cup in hand, to woman – both standing in front of a Lemonade Stand with two eager kids in view – “It’s free, but … Read More

Our “A Minute With MONTAG” series introduces the first of a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this first one considers Leadership & Management:       TAKEAWAY:  You get to know us, … Read More

“A Minute With MONTAG” considers the lighter side of today’s technology…       Confused man in his living room, as the device on his end table replies “The name’s Alexa.  Who’s Siri?”    

Our firm’s latest take on markets, investing, current events and more.  Enjoy! MONTAG Viewpoints, Q3 2021

In another of our “A Minute With MONTAG” series, we look at the phenomenon of negative real interest rates – not seen since the 1970’s – and what this might say about investors’ inflation expectations:     A real interest … Read More

In our “A Minute With MONTAG” series, we share a little levity:      

By Tom Frisbie, Guest Contributor As President Biden shepherds political support for an unprecedented level of government spending on a variety of programs described as “infrastructure” (roughly $4 trillion at the moment), many members of Congress are understandably concerned. National … Read More

In our “A Minute With MONTAG” series, we share recent changes in one of the many metrics we monitor:      

In our “A Minute With MONTAG” series, we consider current events in the Real Estate market: