Author archive

By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1  Many believe...

Our friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax…

MONTAG Viewpoints, Q4, 2019 Click here for our website disclosure.

At MONTAG, our firm believes in the power of giving back to our community, and doing so in a…

As the end of the year approaches, there are a lot of key action items for our clients to…

Access to all forms of financial markets has exploded in the 21st century. Investors now have more choices in...

MONTAG Viewpoints Q3 2019 Click here for our website disclosure.

MONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...

For the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…

By MONTAG STAFF We learned this summer that Barbara MacInnes, our longtime friend and colleague, will be retiring from...