Portfolio Management
We share some thoughts on PORTFOLIO MANAGEMENT, and welcome any feedback.
Are You Paying Attention?
VP of Sales Larry Mendel answers the question “Are You Paying Attention?”
New Year’s Recipe: Louisiana “Hoppin’ John”
On New Year’s Day, the traditional Southern spread consists of black-eyed peas and collard greens (symbols for wealth—coins and green folding money, respectively), ham or pork (for prosperity), and cornbread (for gold). This recipe for Louisiana “Hoppin’ John” incorporates them … Read More
That’s a lot of cash
BY RANDY LOVING, CFA Public companies have about $2.55 trillion on their balance sheets right now. That’s up over 30% from about $1.9 trillion at the beginning of 2020. Businesses are not the only ones who are flush. Consumer have cash building … Read More
INTRODUCING: A Minute With MONTAG
Our Business Development Team, responsible for the firm’s online and social media presence, has launched “A Minute With MONTAG” – an ongoing campaign of informational social media posts. One of the aspects of our firm’s culture is to value brevity – … Read More
Is there Rotation from Growth to Value? And is it meaningful? And can you time it well enough to matter?
BY BRENDAN WAGNER, Portfolio Manager November was a big month for the equity markets, with the Dow Jones Industrial Average having its best month since 1987, up nearly 12%. On the morning of November 9th Pfizer announced impressive Covid19 vaccine … Read More
Role and Control: The US Dollar
By CHRISTINE R. QUILLIAN, CFA, CFP® At MONTAG, our clients count on us to research and monitor a wide range of investments to steer their portfolio toward the goals they seek. The list of available securities is endless, as is … Read More
Mixed Metaphors
This year has been dominated by a few large headlines, but even with an election upon us, I think it is fair to say that 2020 has been ruled by the coronavirus, both in the United States and around the … Read More
No Music, No Sports… Challenging times for ticket brokers
During these turbulent times, the stock markets, and the companies that comprise these markets, are facing turbulence and volatility. Some companies are faced with running their businesses in entirely new and unforeseen ways. As MONTAG takes a look at companies … Read More
THROWBACK THURSDAY: Brevity & Levity
Getting to the point, and being clear, matters when relaying information to clients. Sure, you want your portfolio manager to be able to explain their investments, market movement, and other “difficult math” when asked, but you have entrusted them with … Read More