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THROWBACK THURSDAY: What is a Trusted Contact, and should I have one?
By Stacey Godwin on October 24, 20197Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their...
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The Continued Growth of App-Based Investing
By MONTAG on October 10, 2019Read moreAccess to all forms of financial markets has exploded in the 21st century. Investors now have more choices in...
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Characteristics of a Superior Business Model
By MONTAG on September 20, 2019Read moreMONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...
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Private Wealth Management
By MONTAG on September 12, 2019Read morePrivate Wealth Management involves managing assets of high-net-worth individuals and families. This market is the one in which MONTAG,…
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Transitions at MONTAG
By MONTAG on September 5, 2019Read moreBy MONTAG STAFF We learned this summer that Barbara MacInnes, our longtime friend and colleague, will be retiring from...
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Lessons from Major Mike
By Ned Montag on August 29, 2019Read moreFor the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…
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Careful with Those Gifts – Simple Gifting Principles
By MONTAG on August 15, 2019Read 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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