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Careful with Those Gifts – Simple Gifting Principles
By MONTAG on August 15, 20198Read moreHOW TO PRESERVE YOUR EXEMPTION AND AVOID FILING A GIFT TAX RETURN USING SIMPLE GIFTING PRINCIPLES By Hayley Hall,...
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Are Complex Investment Solutions Right For You?
By Steve Whittington on July 25, 2019Read moreIn the famous short story The Pit and the Pendulum, penned by perhaps the original “Gothic” author Edgar Allan…
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Recent Grads: DO’s and DON’Ts About Your Money
By MONTAG on July 11, 2019Read moreBy MONTAG STAFF As summer is in full swing and college grads are coming to grips with working for...
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Uber Trading
By MONTAG on June 20, 2019Read moreBy Brad Capinas My career in the financial services industry has spanned four decades, most of it as an...
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Throwback Thursday: Helpful Tips for Road Trips
By Kent Shaw on June 6, 2019Read moreBY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio...
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The Fourth Tsunami (Part 2)
By Tom Frisbie on May 23, 2019Read moreIn the last blog post, we introduced the idea that artificial intelligence (AI) might be the fourth big technology…
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The Fourth Tsunami (Part 1)
By Tom Frisbie on May 9, 2019Read moreChinese technologist Kai-Fu Lee sees a very big wave of change coming, “tsunami-sized”, that will engulf the world economy…
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High-class problem: Large realized capital gains
By Christine Quillian on April 25, 2019Read moreLike the monster under the bed, capital gains taxes loom large in investors’ minds. Many investors have a tendency…
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10 Years: “New Normal” or Regression to the Mean?
By Olga Lee on April 4, 2019Read moreWe recently passed the 10 – year anniversary of March 9, 2009, when the S&P 500 Index reached its…
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What a bracket can teach us about probability
By Steve Whittington on March 21, 2019Read moreIt’s that time of year again in college basketball, where hundreds of hours are dedicated to the filling out…
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