2Q18 EARNINGS SEASON UPDATE
By Olga Lee on August 9, 20184Read moreThe second quarter 2018 season is coming to a close, and so far the overall results have been pretty…
TARIFF WARS, WHERE DO WE STAND CURRENTLY AND WILL HISTORY REPEAT?
By Chris Guinther on August 2, 2018Read morePresident Trump is standing firm in a tariff battle with China, having imposed tariffs on imports of steel and…
ON A BI-CYCLICAL STOCK BUILT FOR TWO… What is a Cyclical Stock?
By Steve Whittington on July 26, 2018Read moreBy STEVE WHITTINGTON, CFA Quick, what is the oldest pop song you know? Most people may not realize this,...
NO, I’M NOT “THE MEANEST DIVORCE LAWYER IN TOWN”
By MONTAG on July 19, 2018Read moreBy BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe...
A DEFICIT (LACK) OF IMPORTANCE
By Tom Frisbie on July 12, 2018Read moreBudget deficits may irritate some voters, but even historically high deficits of 5% of economic output means that the…
TRADE WARS & TARIFFS
By Benjamin Harris on June 28, 2018Read moreMuch has been written and discussed about US trade wars and tariffs – what might be the impact on…
MARKET UPDATE – BULLISH OR BEARISH?
By Randy Loving on June 21, 2018Read moreThe question that every investor needs to ask when looking through data or reviewing a company is “am I…
ON THE ROAD AGAIN
By Kent Shaw on June 14, 2018Read moreBY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio...
WHAT’S GOING ON WITH BOND YIELDS? LOOK NEAR… AND FAR
By MONTAG on June 7, 2018Read moreBy MONTAG Last week, our friends over at Charles Schwab put out this piece on market volatility, after the Italian...
Registered Investment Advisers: Held to a Higher Standard
By Bill Lee on May 31, 2018Read moreBY BILL LEE, DIRECTOR OF MARKETING OPERATIONS The investing public is bombarded with conflicting messages from a variety of...
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