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Role and Control: The US Dollar
By Christine Quillian on November 18, 20208Read moreAt MONTAG, our clients count on us to research and monitor a wide range of investments to steer their…
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Mixed Metaphors
By Steve Whittington on November 5, 2020Read moreThis year has been dominated by a few large headlines, but even with an election upon us, I think…
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No Music, No Sports… Challenging times for ticket brokers
By Larry Mendel on October 21, 2020Read moreDuring these turbulent times, the stock markets, and the companies that comprise these markets, are facing turbulence and volatility....
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THROWBACK THURSDAY: Brevity & Levity
By Steve Whittington on October 8, 2020Read moreIn William Shakespeare’s famous play Hamlet, Lord Polonius utters the phrase “brevity is the soul of wit” when relaying…
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Lining Up the Shot(s)
By Randy Loving on September 24, 2020Read moreAs the world’s greatest race to develop a vaccine for coronavirus is entering its final phase, we are starting…
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Charitable Giving as Seen Through the Eyes of an Investment Advisor
By Joe Foley on September 3, 2020Read moreOver the years, I have had the joy of working with dozens of clients and colleagues who carried another…
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The Pandemic Pivot
By Randy Loving on August 20, 2020Read moreLarge companies wasted no time in reacting to the Coronavirus pandemic. Some companies – Amazon and PayPal for example…
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THROWBACK THURSDAY: POT, It’s a real industry & Canada is pushing it
By Chris Guinther on August 6, 2020Read moreMedical marijuana has been legal in Canada since 2001, but legal recreational use took longer to catch on. Public…
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Life in a Ghost Town: A Q&A with David Nesbitt
By MONTAG on July 23, 2020Read moreHi David, and thanks for taking the time to answer these questions. At MONTAG, we’ve been working from home…
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Estate Planning in a Pandemic
By MONTAG on July 2, 2020Read moreBy Dawn R. Levine, Guest Contributor Nothing gets you thinking of your own mortality like being trapped at home...
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