WHAT IS “CHEAP” AND HOW DO YOU KNOW? Part 3
By Kent Shaw on April 19, 201802Read moreBY KENT SHAW, CFA Listening to the market using Implied Revenue Growth Introduction In two prior posts, we reviewed...
NAVIGATING HEALTH INSURANCE IN 2018
By MONTAG on April 9, 2018Read moreBy BEAU MILLER The Affordable Care Act (ACA) is a law that has essentially transformed the American healthcare...
THE IMPORTANCE OF FREEZING YOUR CREDIT
By MONTAG on April 4, 2018Read moreFollowing the Equifax data breach in the spring of 2017, many consumers asked how this breach could potentially affect...
THE NEED FOR HOUSEHOLD ACCOUNTING
By MONTAG on March 29, 2018Read moreBy CANNON SAYERS Household accounting, or bookkeeping, is a service provided to people who may be in need of...
ONE IS THE LONELIEST NUMBER: CORRELATIONS AND THE MARKET
By Steve Whittington on March 22, 2018Read moreBy STEVE WHITTINGTON, CFA What correlation can say about the markets The stock market, at least measured by the...
CHARACTERISTICS OF A SUPERIOR BUSINESS MODEL
By MONTAG on March 15, 2018Read moreMONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...
MARKET UPDATE
By Kent Shaw on March 2, 2018Read moreBY KENT SHAW, CFA After a nice rebound in the market in the middle of February we have experienced...
ROBOQUESTIONS
By Steve Whittington on February 9, 2018Read moreBy STEVE WHITTINGTON, CFA How will Roboadvisors react when increased market volatility occurs? In math, and particularly computer science,...
MARKET UPDATE
By Kent Shaw on February 7, 2018Read moreBY KENT SHAW, CFA Is the recent stock market activity unusual? The last few days have seen a dramatic...
2017 Tax Information
By MONTAG on January 30, 2018Read moreWith the 2017 tax return year ended, MONTAG clients have begun to ask us “when do the 1099s come...
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