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:
The Business Development Team takes a crack at answering the question “Are you great at what you do?”
We share some thoughts on PORTFOLIO MANAGEMENT, and welcome any feedback.
VP of Sales Larry Mendel answers the question “Are You Paying Attention?”
On New Year’s Day, the traditional Southern spread consists of black-eyed peas and collard greens (symbols for wealth—coins and green folding money, respectively), ham or pork (for prosperity), and cornbread (for gold). This recipe for Louisiana “Hoppin’ John” incorporates them … Read More
Our Business Development Team, responsible for the firm’s online and social media presence, has launched “A Minute With MONTAG” – an ongoing campaign of informational social media posts. One of the aspects of our firm’s culture is to value brevity – … Read More
This year has been dominated by a few large headlines, but even with an election upon us, I think it is fair to say that 2020 has been ruled by the coronavirus, both in the United States and around the … Read More
Getting to the point, and being clear, matters when relaying information to clients. Sure, you want your portfolio manager to be able to explain their investments, market movement, and other “difficult math” when asked, but you have entrusted them with … Read More