“A” is for… ADV
By Stacey Godwin on May 24, 20184Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER If you’re a MONTAG client, you recently received notification about our annual Form...
Brevity & Levity
By Steve Whittington on May 17, 2018Read moreBy STEVE WHITTINGTON, CFA Getting to the point, and being clear, matters when relaying information to clients. Sure, you...
First Quarter 2018 Earnings Season — Confusing, Humbling, and Totally Rational
By Brendan Wagner on May 9, 2018Read moreThe headlines ranged from excited to euphoric to apoplectic – in that order – before and during this period…
MARKET UPDATE
By Kent Shaw on May 2, 2018Read moreKent Shaw, a portfolio manager at MONTAG, recently shared his views on the current market. BY KENT SHAW, CFA...
It’s How Dad Did It… Right?
By Steve Whittington on April 26, 2018Read moreBy STEVE WHITTINGTON, CFA In our country right now, a unique dynamic is occurring: there is a wealth transition...
WHAT IS “CHEAP” AND HOW DO YOU KNOW? Part 3
By Kent Shaw on April 19, 2018Read 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...
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