Happy 2020! With the new year comes tax preparation season for 2019 tax returns. Our friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax forms will be mailed in regard to … Read More
By STEVE WHITTINGTON, CFA Happy New Year! And with the New Year, comes change. While the slogan “new year, new you” is often a popular one to use for self-motivation as the New Year comes, that is going to be … Read More
Can we capture international exposure with domestic equities, and if so should we? BY BRENDAN WAGNER, Portfolio Manager How much international exposure should a US investor have in an equity portfolio? With 75% of global economic activity occurring outside the US, some investors consider it irresponsible NOT to … Read More
At MONTAG, our firm believes in the power of giving back to our community, and doing so in a meaningful way that makes our lives feel more enriched. Some folks believe in giving back in traditional ways, like a canned … Read More
BY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math class and if we ever learned anything about probability we forgot it all once the final exam was turned in to … Read More
As the end of the year approaches, there are a lot of key action items for our clients to consider, including tax preparation, charitable giving, required minimum distributions, and others. While the burden of notification is on a client’s custodian … Read More
By STEVE WHITTINGTON, CFA Recently, I took a day to go out to the park to contemplate my next assignment (which turned out to be this blog). As I was thinking, I decided to go around to folks sitting and … Read More
BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their assets is our most important job. One thing we can suggest to help in this regard is that our clients name … Read More
Access to all forms of financial markets has exploded in the 21st century. Investors now have more choices in investment strategies, instruments, and resources than ever before. To keep pace with this dynamic growth, electronic trading platforms were created. Companies … Read More
MONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock purchase represents a “good” business. Of course, whether a business is “good” or not is a subjective judgment, or, in other … Read More