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MONTAG Viewpoints – First Quarter 2020
By MONTAG on April 1, 202000Read moreMONTAG Viewpoints, Q1 2020 Click here for our website disclosure.
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THROWBACK THURSDAY: No, I’m not the “Meanest Divorce Lawyer in Town”
By MONTAG on February 13, 2020Read moreBy BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe...
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Special Notice from MONTAG: Tax Form Mailing Schedule
By MONTAG on January 30, 2020Read moreOur friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax…
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MONTAG Viewpoints – Fourth Quarter 2019
By MONTAG on January 3, 2020Read moreMONTAG Viewpoints, Q4, 2019 Click here for our website disclosure.
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Special Notice from MONTAG: End of Year Giving
By MONTAG on November 25, 2019Read moreAt MONTAG, our firm believes in the power of giving back to our community, and doing so in a…
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Special Notice from MONTAG: Year End Deadlines
By MONTAG on November 11, 2019Read moreAs the end of the year approaches, there are a lot of key action items for our clients to…
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The Continued Growth of App-Based Investing
By MONTAG on October 10, 2019Read moreAccess to all forms of financial markets has exploded in the 21st century. Investors now have more choices in...
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MONTAG Viewpoints – Third Quarter 2019
By MONTAG on October 1, 2019Read moreMONTAG Viewpoints Q3 2019 Click here for our website disclosure.
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Characteristics of a Superior Business Model
By MONTAG on September 20, 2019Read moreMONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...
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Private Wealth Management
By MONTAG on September 12, 2019Read moreFor the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…
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