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A Deficit (Lack) of Importance
By MONTAG on July 12, 201807Read moreBudget deficits may irritate some voters, but even historically high deficits of 5% of economic output means that the…
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MONTAG Viewpoints – Second Quarter 2018
By MONTAG on July 6, 2018Read moreMONTAG Viewpoints Q2 2018 Click here for our website disclosure.
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What’s Going On With Bond Yields? Look Near & Far
By MONTAG on June 7, 2018Read moreBy MONTAG Last week, our friends over at Charles Schwab put out this piece on market volatility, after the Italian...
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Brevity & Levity
By MONTAG on May 17, 2018Read moreBy STEVE WHITTINGTON, CFA Getting to the point, and being clear, matters when relaying information to clients. Sure, you...
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It’s How Dad Did It… Right?
By MONTAG on April 26, 2018Read moreBy STEVE WHITTINGTON, CFA In our country right now, a unique dynamic is occurring: there is a wealth transition...
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Navigating Health Insurance in 2018
By MONTAG on April 9, 2018Read moreBy BEAU MILLER The Affordable Care Act (ACA) is a law that has essentially transformed the American healthcare...
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The Importance of Freezing Your Credit
By MONTAG on April 4, 2018Read moreFollowing the Equifax data breach in the spring of 2017, many consumers asked how this breach could potentially affect...
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MONTAG Viewpoints – First Quarter 2018
By MONTAG on April 2, 2018Read moreMONTAG Viewpoints Q1 2018 Click here for our website disclosure.
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The Need for Household Accounting
By MONTAG on March 29, 2018Read moreBy CANNON SAYERS Household accounting, or bookkeeping, is a service provided to people who may be in need of...
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One is the Loneliest Number: Market Correlations
By MONTAG on March 22, 2018Read moreBy STEVE WHITTINGTON, CFA What correlation can say about the markets The stock market, at least measured by the...
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