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President Trump is standing firm in a tariff battle with China, having imposed tariffs on imports of steel and…

By STEVE WHITTINGTON, CFA Quick, what is the oldest pop song you know?  Most people may not realize this,...

By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1  Many believe...

Budget deficits may irritate some voters, but even historically high deficits of 5% of economic output means that the…

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...