Blog

At MONTAG, our firm believes in the power of giving back to our community, and doing so in a…

BY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math...

As the end of the year approaches, there are a lot of key action items for our clients to…

Recently, I took a day to go out to the park to contemplate my next assignment (which turned out…

BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their...

Access to all forms of financial markets has exploded in the 21st century. Investors now have more choices in...

MONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...

Private Wealth Management involves managing assets of high-net-worth individuals and families.  This market is the one in which MONTAG,…

By MONTAG STAFF We learned this summer that Barbara MacInnes, our longtime friend and colleague, will be retiring from...

For the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…