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:
Using historical research we purchase from Ned Davis Research, our Business Development Team highlights “Why Stocks Matter”:
People are often interested in learning more about MONTAG and the notion of “Balanced Portfolios”:
VP of Sales Larry Mendel addresses the question “Am I getting a good deal?”:
By MONTAG STAFF The new year brought one of our latest arrivals, Kayla Whitaker, who joins us from another local investment manager in the role of Portfolio Administrator. Her responsibilities include account openings, transfers, and distributions. Kayla brings our dedicated … Read More
By MONTAG STAFF Our staff has continued to grow, even during the COVID pandemic year that was 2020. Early in the year, our colleague Christie Crouch came on board. She is a terrific reporting manager and team player. Christie is … Read More
Senior Investment Strategist & Portfolio Manager Chris Guinther poses the question “Who is Advising You…”, and goes on to forcefully answer the question from the standpoint of MONTAG clients: