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International Exposure… Stateside
By Brendan Wagner on December 5, 201907Read moreCan we capture international exposure with domestic equities, and if so SHOULD we? With 75% of global economic…
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Special Notice from MONTAG: End of Year Giving
By MONTAG on November 25, 2019Read moreAt MONTAG, our firm believes in the power of giving back to our community, and doing so in a…
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Probably: Understanding Probability Can Help Improve Your Decisions
By Kent Shaw on November 21, 2019Read moreBY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math...
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Special Notice from MONTAG: Year End Deadlines
By MONTAG on November 11, 2019Read moreAs the end of the year approaches, there are a lot of key action items for our clients to…
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Special FX… The Strong Dollar
By Steve Whittington on November 7, 2019Read moreRecently, I took a day to go out to the park to contemplate my next assignment (which turned out…
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THROWBACK THURSDAY: What is a Trusted Contact, and should I have one?
By Stacey Godwin on October 24, 2019Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their...
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The Continued Growth of App-Based Investing
By MONTAG on October 10, 2019Read moreAccess to all forms of financial markets has exploded in the 21st century. Investors now have more choices in...
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Characteristics of a Superior Business Model
By MONTAG on September 20, 2019Read moreMONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...
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Private Wealth Management
By MONTAG on September 12, 2019Read moreFor the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…
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Transitions at MONTAG
By MONTAG on September 5, 2019Read moreBy MONTAG STAFF We learned this summer that Barbara MacInnes, our longtime friend and colleague, will be retiring from...
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