Author archive

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

By STEVE WHITTINGTON, CFA How will Roboadvisors react when increased market volatility occurs? In math, and particularly computer science,...

With the 2017 tax return year ended, MONTAG clients have begun to ask us “when do the 1099s come...

MONTAG Viewpoints Q4 2017 Click here for our website disclosure.

MONTAG NEWSLETTER 3Q17 Click here for our website disclosure.

MONTAG NEWSLETTER 2Q17 Click here for our website disclosure.

A. Montag and Associates (d/b/a MONTAG) is pleased to announce it has been named to the Financial Times 300...

We are folding our sweaters and grabbing our allergy meds for the joyous pollen season (revenge of the flowers),...

Winter is here and the hot chocolate is flowing. We hope you enjoyed the holidays as much as we...

Fall is peeking around the corner at us and we look forward to trading in our sunscreen for mugs...