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For the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…

By MONTAG STAFF We learned this summer that Barbara MacInnes, our longtime friend and colleague, will be retiring from...

For the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…

HOW TO PRESERVE YOUR EXEMPTION AND AVOID FILING A GIFT TAX RETURN USING SIMPLE GIFTING PRINCIPLES By Hayley Hall,...

In the famous short story The Pit and the Pendulum, penned by perhaps the original “Gothic” author Edgar Allan…

By MONTAG STAFF As summer is in full swing and college grads are coming to grips with working for...

By Brad Capinas My career in the financial services industry has spanned four decades, most of it as an...

BY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio...

In the last blog post, we introduced the idea that artificial intelligence (AI) might be the fourth big technology…

Chinese technologist Kai-Fu Lee sees a very big wave of change coming, “tsunami-sized”, that will engulf the world economy…