By CHRISTINE QUILLIAN, CFA, CFP® Like the monster under the bed, capital gains taxes loom large in investors’ minds. Many investors have a tendency to hold on to stocks with large embedded capital gains because to sell or trim shares … Read More
By OLGA LEE, CFA We recently passed the 10 – year anniversary of March 9, 2009, when the S&P 500 Index reached its panic-driven 666 intra-day low. What an extraordinary ten years since that bottom, with the index returning a … Read More
By STEVE WHITTINGTON, CFA It’s that time of year again in college basketball, where hundreds of hours are dedicated to the filling out of NCAA tournament brackets, pouring over teams, match-ups, records, and trying to predict an outcome for the … Read More
BY BRENDAN WAGNER, Portfolio Manager “When you learn how to play the game, they change the rules” – legendary investment strategist Ned Davis “Everybody has a plan until they get punched in the face” – legendary boxer Mike Tyson No … Read More
BY KENT SHAW, CFA For the past several years, many in the financial press have been stating, in one way or another, that “value” investing is not working and this market is all about “growth.” From one perspective, they … Read More
BY THOMAS FRISBIE, CFA So far in 2019, as it has been for decades, the daily fortunes of politicians and financial markets seem to swing upon the latest report on GDP (gross domestic product; basically, our economy’s growth). When the … Read More
By Rebecca Godbey Cummings, Esq. Have you seen the new Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic of Tidying Up? Her book and her new show preach tidying as a way to have … Read More
We all talk about it and think it’s a good idea and then we make the same New Year’s Resolution again next year. This year is a good opportunity to capture the information which helps prepare your family with the … Read More
By STEVE WHITTINGTON, CFA As we go through the holiday season, the end of the calendar year serves as a nice point of inflection for what we’ve accomplished over the last twelve months. At MONTAG, we think about the seasons … Read More
BY BRENDAN WAGNER, Portfolio Manager Be a Hipster Investor. At least with a part of your portfolio. “Skate to where the puck is going to be” – Wayne Gretsky “Successful investing is having everyone agree with you………..later.” – Jim Grant … Read More