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MARKET UPDATE
By Kent Shaw on May 2, 201808Read moreKent Shaw, a portfolio manager at MONTAG, recently shared his views on the current market. BY KENT SHAW, CFA...
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It’s How Dad Did It… Right?
By MONTAG on April 26, 2018Read moreBy STEVE WHITTINGTON, CFA In our country right now, a unique dynamic is occurring: there is a wealth transition...
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What Is “Cheap” and How Do You Know? Part 3
By Kent Shaw on April 19, 2018Read moreBY KENT SHAW, CFA Listening to the market using Implied Revenue Growth Introduction In two prior posts, we reviewed...
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Navigating Health Insurance in 2018
By MONTAG on April 9, 2018Read moreBy BEAU MILLER The Affordable Care Act (ACA) is a law that has essentially transformed the American healthcare...
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The Importance of Freezing Your Credit
By MONTAG on April 4, 2018Read moreFollowing the Equifax data breach in the spring of 2017, many consumers asked how this breach could potentially affect...
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The Need for Household Accounting
By MONTAG on March 29, 2018Read moreBy CANNON SAYERS Household accounting, or bookkeeping, is a service provided to people who may be in need of...
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One is the Loneliest Number: Market Correlations
By MONTAG on March 22, 2018Read moreBy STEVE WHITTINGTON, CFA What correlation can say about the markets The stock market, at least measured by the...
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Characteristics of a Superior Business Model
By MONTAG on March 15, 2018Read moreMONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...
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MARKET UPDATE
By Kent Shaw on March 2, 2018Read moreBY KENT SHAW, CFA After a nice rebound in the market in the middle of February we have experienced...
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RoboQuestions
By MONTAG on February 9, 2018Read moreBy STEVE WHITTINGTON, CFA How will Roboadvisors react when increased market volatility occurs? In math, and particularly computer science,...
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