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THROWBACK THURSDAY: Brevity & Levity
By Steve Whittington on October 8, 20207Read moreIn William Shakespeare’s famous play Hamlet, Lord Polonius utters the phrase “brevity is the soul of wit” when relaying…
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Lining Up the Shot(s)
By Randy Loving on September 24, 2020Read moreAs the world’s greatest race to develop a vaccine for coronavirus is entering its final phase, we are starting…
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Charitable Giving as Seen Through the Eyes of an Investment Advisor
By Joe Foley on September 3, 2020Read moreOver the years, I have had the joy of working with dozens of clients and colleagues who carried another…
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The Pandemic Pivot
By Randy Loving on August 20, 2020Read moreLarge companies wasted no time in reacting to the Coronavirus pandemic. Some companies – Amazon and PayPal for example…
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THROWBACK THURSDAY: POT, It’s a real industry & Canada is pushing it
By Chris Guinther on August 6, 2020Read moreMedical marijuana has been legal in Canada since 2001, but legal recreational use took longer to catch on. Public…
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Life in a Ghost Town: A Q&A with David Nesbitt
By MONTAG on July 23, 2020Read moreHi David, and thanks for taking the time to answer these questions. At MONTAG, we’ve been working from home…
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Estate Planning in a Pandemic
By MONTAG on July 2, 2020Read moreBy Dawn R. Levine, Guest Contributor Nothing gets you thinking of your own mortality like being trapped at home...
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The World’s Greatest Race
By Chris Guinther on June 18, 2020Read moreThe race to develop a Covid-19 vaccine is on…and we are optimistic about a solution within a year. With…
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The Rural Life – Pandemic Edition
By Bill Lee on June 4, 2020Read moreBY BILL LEE, DIRECTOR OF MARKETING OPERATIONS Editor’s Note – One of my heroes, author Verlyn Klinkenborg, wrote a...
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Taming the Email Tiger With a Whip, a Chair, and a Delete Key
By Kent Shaw on May 21, 2020Read moreBY KENT SHAW, CFA For office workers, and even those that spend less time in an office setting, email...
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