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Much has been written and discussed about US trade wars and tariffs – what might be the impact on…

The question that every investor needs to ask when looking through data or reviewing a company is “am I…

BY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio...

By MONTAG Last week, our friends over at Charles Schwab put out this piece on market volatility, after the Italian...

BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS The investing public is bombarded with conflicting messages from a variety of...

BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER If you’re a MONTAG client, you recently received notification about our annual Form...

By STEVE WHITTINGTON, CFA Getting to the point, and being clear, matters when relaying information to clients. Sure, you...

The headlines ranged from excited to euphoric to apoplectic – in that order – before and during this period…

Kent Shaw, a portfolio manager at MONTAG, recently shared his views on the current market.  BY KENT SHAW, CFA...

By STEVE WHITTINGTON, CFA In our country right now, a unique dynamic is occurring: there is a wealth transition...