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The Roaring 20’s
By Randy Loving on February 11, 202107Read moreThe United States is now administering a little over 1.1 million vaccine doses per day. That’s pretty remarkable given…
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That’s a lot of cash
By Randy Loving on December 17, 2020Read morePublic companies have about $2.55 billion on their balance sheets right now. That’s up over 30% from about $1.9…
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Is there Rotation from Growth to Value? And is it meaningful? And can you time it well enough to matter?
By Brendan Wagner on December 3, 2020Read moreNovember was a big month for the equity markets, with the Dow Jones Industrial Average having its best month…
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Role and Control: The US Dollar
By Christine Quillian on November 18, 2020Read moreAt MONTAG, our clients count on us to research and monitor a wide range of investments to steer their…
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Mixed Metaphors
By MONTAG on November 5, 2020Read moreThis year has been dominated by a few large headlines, but even with an election upon us, I think…
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No Music, No Sports… Challenging times for ticket brokers
By Larry Mendel on October 21, 2020Read moreDuring these turbulent times, the stock markets, and the companies that comprise these markets, are facing turbulence and volatility....
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THROWBACK THURSDAY: Brevity & Levity
By MONTAG on October 8, 2020Read 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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