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A Global Crisis “Unlike any Other”
By Tom Frisbie on April 27, 202008Read moreAs this health crisis sweeps the globe, our stock and bond markets have responded in unparalleled and wildly chaotic…
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The Starting Point Matters A Lot
By Christine Quillian on April 9, 2020Read moreAfter stocks’ worst-ever start to a year, we remind ourselves why investors persist through the gut-wrenching volatility of the…
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Bend but don’t break: Why Supply Chains Matter
By Steve Whittington on March 26, 2020Read moreBy now, anyone reading this blog, anyone reading anything, anywhere knows about what our country is currently grappling with…
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CORONAVIRUS, IN PLAIN ENGLISH
By Tom Frisbie on March 3, 2020Read moreWhat we experienced last week was what we in the business call a “waterfall decline,” and these are actually…
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Opportunity among the Invisibles?
By Brendan Wagner on February 27, 2020Read moreWell, it had been my intention to look into the crowding at the top of the S&P500, and whether…
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Coronavirus Impact on the Market
By Brendan Wagner on February 27, 2020Read moreIt was actually in Early January that the Coronavirus became a worry for the market. It started out in…
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THROWBACK THURSDAY: No, I’m not the “Meanest Divorce Lawyer in Town”
By MONTAG on February 13, 2020Read moreBy BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe...
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Special Notice from MONTAG: Tax Form Mailing Schedule
By MONTAG on January 30, 2020Read moreOur friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax…
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Retirees should feel more SECURE in 2020
By Steve Whittington on January 16, 2020Read moreHappy New Year! And with the New Year, comes change. While the slogan “new year, new you” is often…
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International Exposure… Stateside
By Brendan Wagner on December 5, 2019Read moreCan we capture international exposure with domestic equities, and if so SHOULD we? With 75% of global economic…
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