Senior Investment Strategist & Portfolio Manager Chris Guinther addresses the question “Should My Allocation Include Private Equity?”, and identifies the many downsides for most investors:    

“Is the future I WANT the one I will GET?”    

Using historical research we purchase from Ned Davis Research, our Business Development Team highlights “Why Stocks Matter”:    

People are often interested in learning more about MONTAG and the notion of “Balanced Portfolios”:    

VP of Sales Larry Mendel addresses the question “Am I getting a good deal?”:    

Senior Investment Strategist & Portfolio Manager Chris Guinther poses the question “Who is Advising You…”, and goes on to forcefully answer the question from the standpoint of MONTAG clients:  

The Business Development Team takes a crack at answering the question “Are you great at what you do?”    

We share some thoughts on PORTFOLIO MANAGEMENT, and welcome any feedback.    

VP of Sales Larry Mendel answers the question “Are You Paying Attention?”    

On New Year’s Day, the traditional Southern spread consists of black-eyed peas and collard greens (symbols for wealth—coins and green folding money, respectively), ham or pork (for prosperity), and cornbread (for gold).  This recipe for Louisiana “Hoppin’ John” incorporates them … Read More