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The Power of Us
By Kent Shaw on August 29, 201607Read moreBY KENT SHAW, CFA For this quarter, we have chosen what we hope will be an interesting topic for...
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Protecting Clients Against Cybersecurity Threats
By Stacey Godwin on July 7, 2016Read moreBY STACEY GODWIN, Chief Compliance Officer Cybersecurity has become an increasingly important focus for not only advisory firms, but...
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What is “Cheap” and How Do You Know? Part 1
By Kent Shaw on May 18, 2016Read moreBY KENT SHAW, CFA INTRODUCTION The adage “buy low, sell high” is a simplification of how to build wealth...
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Politics and the Market
By MONTAG on May 16, 2016Read moreBY MONTAG As this very interesting presidential election takes shape, we are getting a lot of questions about market/sector...
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Margin, It’s Not Just Like Butter
By Kent Shaw on April 8, 2016Read moreBY KENT SHAW, CFA There are many factors that affect stock market returns but it’s helpful to have a...
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The Election and Investment Markets
By MONTAG on November 5, 2014Read moreBY MONTAG The 2016 presidential race begins today. As we put mid-term elections in the rearview, we move...
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MONTAG: Branding for the Future
By MONTAG on August 15, 2014Read moreBack in 1945, when our grandfather Louis Montag founded Atlanta’s first investment advisory firm, Louis Montag Investment Counsel, he...
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New Portfolio Manager Adds Depth to the Team
By MONTAG on August 6, 2014Read moreWe are pleased to announce the recent arrival of Kent Shaw, CFA, as the newest member of our investment…
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