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Throwback Thursday: A Neat and Tidy Legacy
By MONTAG on May 27, 20218Read moreHave you seen the Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic of…
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Bargain Hunting
By MONTAG on May 19, 2021Read moreIn our continuing series “A Minute With MONTAG”, Director of Business Development Steve Whittington, CFA takes a look at…
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Private Wealth Management
By MONTAG on May 5, 2021Read moreIn our continuing series “A Minute With MONTAG, we introduce and explore the notion of “Private Wealth Management”.
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Run for the Roses: “Derby Double” Post
By MONTAG on April 27, 2021Read moreThe annual running of the Kentucky Derby at Churchill Downs in Louisville, KY is held on the first Saturday…
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Earnings Estimates
By MONTAG on April 22, 2021Read moreIn our continuing series “A Minute With MONTAG”, Director of Business Development Steve Whittington, CFA takes a look at…
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MONTAG Viewpoints – First Quarter, 2021
By MONTAG on April 1, 2021Read moreOur firm’s latest take on markets, investing, current events and more. This quarter’s edition has a GREEN theme… just...
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Should My Allocation Include Private Equity?
By MONTAG on March 22, 2021Read moreSenior Investment Strategist & Portfolio Manager Chris Guinther addresses the question “Should My Allocation Include Private Equity?”, and identifies…
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Is The Future I Want The One I Will Get?
By MONTAG on March 16, 2021Read moreIn our continuing series “A Minute With MONTAG, Director of Business Development Steve Whittington, CFA considers peoples’ financial future
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Why Stocks Matter
By MONTAG on March 8, 2021Read moreIn our continuing series “A Minute With MONTAG, Director of Business Development Steve Whittington, CFA highlights “Why Stocks Matter”:
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