A Minute With MONTAG

  • The Dennis Rodman

    By MONTAG on July 14, 2021
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    In our continuing “A Minute With MONTAG” series, our Business Development team talks basketball and markets:

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  • People Power

    By MONTAG on June 30, 2021
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    In our continuing “A Minute With MONTAG” series, Director of Marketing Operations Bill Lee gives his take on what…

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  • Low Rates

    By MONTAG on June 23, 2021
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    Our continuing “A Minute With MONTAG” series looks at the effects of ongoing low interest rates, with insights offered…

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  • Six months later…

    By MONTAG on June 9, 2021
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    Two important values our culture prizes at MONTAG are brevity and levity… this timely “A Minute With MONTAG” post…

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  • Bargain Hunting

    By MONTAG on May 19, 2021
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    In our continuing series “A Minute With MONTAG”, The Business Development Team takes a look at valuationĀ – using a…

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  • Private Wealth Management

    By MONTAG on May 5, 2021
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    In our continuing series “A Minute With MONTAG, we introduce and explore the notion of “Private Wealth Management”.

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  • Run for the Roses: “Derby Double” Post

    By MONTAG on April 27, 2021
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    The annual running of the Kentucky Derby at Churchill Downs in Louisville, KY is held on the first Saturday…

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  • Earnings Estimates

    By MONTAG on April 22, 2021
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    In our continuing series “A Minute With MONTAG”, The Business Development Team takes a look at a trend in…

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  • Greenies

    By MONTAG on April 8, 2021
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    The Business Development Team carries our “Green Theme” – first introduced in last week’s Viewpoints newsletter – forward in…

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  • Should My Allocation Include Private Equity?

    By MONTAG on March 22, 2021
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    Senior Investment Strategist & Portfolio Manager Chris Guinther addresses the question “Should My Allocation Include Private Equity?”, and identifies…

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