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THROWBACK THURSDAY: No, I’m not the “Meanest Divorce Lawyer in Town”
By MONTAG on February 13, 202000Read moreBy BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe...
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Special Notice from MONTAG: Tax Form Mailing Schedule
By MONTAG on January 30, 2020Read moreOur friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax…
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Retirees should feel more SECURE in 2020
By Steve Whittington on January 16, 2020Read moreHappy New Year! And with the New Year, comes change. While the slogan “new year, new you” is often…
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International Exposure… Stateside
By Brendan Wagner on December 5, 2019Read 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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