Blog

Using historical research we purchase from Ned Davis Research, our Business Development Team highlights “Why Stocks Matter”:    

By HELEN DONAHUE, CFA Rising interest rates have caused volatility in the equity markets recently. The 10-Year Treasury started the year yielding less than 1% and swiftly moved to a recent high of nearly 1.6% the last week of February. … Read More

People are often interested in learning more about MONTAG and the notion of “Balanced Portfolios”:    

VP of Sales Larry Mendel addresses the question “Am I getting a good deal?”:    

By MONTAG STAFF The new year brought one of our latest arrivals, Kayla Whitaker, who joins us from another local investment manager in the role of Portfolio Administrator.  Her responsibilities include account openings, transfers, and distributions.  Kayla brings our dedicated … Read More

BY RANDY LOVING, CFA The United States is now administering a little over 1.1 million vaccine doses per day. That’s pretty remarkable given we were only giving out about 450,000 at the beginning of the month. Based on comments about … Read More

We saw the departure of two important people at the beginning of the New Year.   Mikell Jones and Marianne Shutzberg retired as of 12/31/20.  Each served MONTAG faithfully since the 1980s, one for 36 years, one for 38 years.  Their … Read More

By MONTAG STAFF Our staff has continued to grow, even during the COVID pandemic year that was 2020.  Early in the year, our colleague Christie Crouch came on board. She is a terrific reporting manager and team player.  Christie is … Read More

Senior Investment Strategist & Portfolio Manager Chris Guinther poses the question “Who is Advising You…”, and goes on to forcefully answer the question from the standpoint of MONTAG clients:  

The Business Development Team takes a crack at answering the question “Are you great at what you do?”