In our continuing “A Minute With MONTAG” series, Director of Marketing Operations Bill Lee gives his take on what makes our firm “tick”:      

Our continuing “A Minute With MONTAG” series looks at the effects of ongoing low interest rates:    

Two important values our culture prizes at MONTAG are brevity and levity… this timely “A Minute With MONTAG” post aims at both.    

As the Moderna and Pfizer vaccines become more available and the adoption rate is on the rise, especially for targeted parties like those over 65 and those medically at risk, some of the pent-up demand for certain goods and services … Read More

By Rebecca Godbey Cummings, Esq. EDITOR’S NOTE:  MONTAG originally posted this guest-contributed piece in January, 2019.  We believe the wisdom in Rebecca’s words is more relevant than ever as we approach our post-pandemic world. Have you seen the Netflix series … Read More

The Business Development Team takes a look at valuation – using a Ned Davis P/E Ratio chart as an illustration…      

People are often interested in learning more about MONTAG and the notion of “Private Wealth Management”:    

The annual running of the Kentucky Derby at Churchill Downs in Louisville, KY is held on the first Saturday of May.  This year’s Derby takes place Saturday, May 1st.  Steve Whittington, CFA considers some commonality between the Derby track and … Read More

We take a look at a trend in earnings estimates – using a Ned Davis Chart as an illustration…    

Here we carry our “Green Theme” – first introduced in last week’s Viewpoints newsletter – forward in this “Greenies” post: