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:    

BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS As with most Aprils [see note in green box], all eyes of the golf world once again fall on Augusta, Georgia, where the 85th Masters golf tournament will be played this Thursday – … Read More

Our firm’s latest take on markets, investing, current events and more.  This quarter’s edition has a GREEN theme… just in time for SPRING.  Enjoy! MONTAG Viewpoints, Q1 2021

Senior Investment Strategist & Portfolio Manager Chris Guinther addresses the question “Should My Allocation Include Private Equity?”, and identifies the many downsides for most investors:    

“Is the future I WANT the one I will GET?”    

Using historical research we purchase from Ned Davis Research, our Business Development Team highlights “Why Stocks Matter”: