Blog

Happy New Year!  And with the New Year, comes change.  While the slogan “new year, new you” is often…

Can  we  capture  international  exposure  with  domestic  equities,  and  if  so  SHOULD  we? With 75% of global economic…

At MONTAG, our firm believes in the power of giving back to our community, and doing so in a…

BY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math...

As the end of the year approaches, there are a lot of key action items for our clients to…

Recently, I took a day to go out to the park to contemplate my next assignment (which turned out…

BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their...

Access to all forms of financial markets has exploded in the 21st century. Investors now have more choices in...

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

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