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YEAR END GIFTING
By MONTAG on November 16, 202100Read moreIt’s getting to be ‘that time’ again… With the changing color of the leaves, we know the year 2021...
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Acquisitions Good & Bad, Part 1
By Kent Shaw on November 4, 2021Read moreIn the later stages of a bull market, acquisitions tend to increase in size and number. Many companies are…
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Monday was a busy day…
By Randy Loving on October 21, 2021Read moreThe 18th of October was a big day for semiconductor chips and computing. Apple (NASDAQ: AAPL) released its new…
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Getting Started: Roth IRA is Like a Free Gift for your Future
By Larry Mendel on September 30, 2021Read moreI am often asked about what is a good vehicle to get young professional children or grandchildren started towards…
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9/11… 20 Years Later – A personal perspective
By Amy Carcione on September 9, 2021Read moreThe morning of September 11, 2001 was one of those tragic events in our lifetime we will never forget….
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MMT, or How Much is Too Much?
By MONTAG on September 2, 2021Read moreAs President Biden shepherds political support for an unprecedented level of government spending on a variety of programs described…
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Lasting Benefits
By Randy Loving on August 19, 2021Read moreCompanies got very creative during the pandemic at using technology – usually a well-designed app – to keep people…
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Delta (not just the airline)
By MONTAG on August 5, 2021Read moreThe economy is opening up again, and with the jumpstart in a big demand for goods and services, companies…
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THROWBACK THURSDAY: How Much is that Colonoscopy in the Window?
By Kent Shaw on July 22, 2021Read moreBY KENT SHAW, CFA In 1952, Patti Page sang How Much is That Doggie in the Window? The song...
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Supply… Meet Demand
By MONTAG on July 6, 2021Read moreIn a world that an Economist understands, and appreciates, is where “supply” meets “demand.” Where these two intersect, in…