Author archive

Our continuing “A Minute With MONTAG” series looks at the effects of ongoing low interest rates, with insights offered…

Two important values our culture prizes at MONTAG are brevity and levity… this timely “A Minute With MONTAG” post…

For those of you that follow the stock market, the term “reopen trade” may soon become just as common…

Have you seen the Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic of…

In our continuing series “A Minute With MONTAG”, The Business Development Team takes a look at valuation – using a…

In our continuing series “A Minute With MONTAG, we introduce and explore the notion of “Private Wealth Management”.

The annual running of the Kentucky Derby at Churchill Downs in Louisville, KY is held on the first Saturday…

In our continuing series “A Minute With MONTAG”, The Business Development Team takes a look at a trend in…

The Business Development Team carries our “Green Theme” – first introduced in last week’s Viewpoints newsletter – forward in…

Our firm’s latest take on markets, investing, current events and more.  This quarter’s edition has a GREEN theme… just...