BY RANDY LOVING, CFA As the world’s greatest race to develop a vaccine for coronavirus is entering its final phase, we are starting to see preparations for distributing the vaccine. Near the end of August the Centers for Disease … Read More
BY JOE FOLEY, CFA Investment advisors are charged with the task of integrating an understanding of the universe of investment choices with each client’s numerous objectives. Well understood “missions” include growth of the client’s capital base, generation of current income, … Read More
BY RANDY LOVING, CFA Imagine the potential rebound if we get a vaccine… Large companies wasted no time in reacting to the Coronavirus pandemic. Some companies – Amazon and PayPal for example – did not have to change a thing … Read More
BY CHRIS GUINTHER Medical marijuana has been legal in Canada since 2001, but legal recreational use took longer to catch on. Public attitudes have changed and in 2017, Canada introduced legislation to allow recreational use. On Oct. 17, 2018, Canada … Read More
Hi David, and thanks for taking the time to answer these questions. At MONTAG, we’ve been working from home for 17, 18, weeks now, and you’ve been a very valuable “first-responder” for our client service efforts, coming in to the … Read More
By Dawn R. Levine, Guest Contributor Nothing gets you thinking of your own mortality like being trapped at home with your own thoughts, with lots of free time and a disease on a rampage around the globe. The Pandemic has … Read More
By MONTAG STAFF MONTAG is pleased to announce the launch of its corporate page on Facebook. While we might seem late to the party, the heavy regulatory and compliance nature of the financial services industry has significantly restrained our options for … Read More
BY CHRIS GUINTHER The race to develop a Covid-19 vaccine is on… and we are optimistic about a solution within a year. With more than 6 million confirmed Covid-19 cases worldwide and the number increasing daily, the race for … Read More
BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS Editor’s Note – One of my heroes, author Verlyn Klinkenborg, wrote a book in 2003 titled “The Rural Life”. For many years he had a regular column in The New York Times by … Read More
BY KENT SHAW, CFA For office workers, and even those that spend less time in an office setting, email can be a blessing and a curse. In the last few years, it seems more of a curse. A research study … Read More