Blog

By STEVE WHITTINGTON, CFA Getting to the point, and being clear, matters when relaying information to clients. Sure, you...

The headlines ranged from excited to euphoric to apoplectic – in that order – before and during this period…

Kent Shaw, a portfolio manager at MONTAG, recently shared his views on the current market.  BY KENT SHAW, CFA...

By STEVE WHITTINGTON, CFA In our country right now, a unique dynamic is occurring: there is a wealth transition...

BY KENT SHAW, CFA Listening to the market using Implied Revenue Growth Introduction In two prior posts, we reviewed...

By BEAU MILLER   The Affordable Care Act (ACA) is a law that has essentially transformed the American healthcare...

Following the Equifax data breach in the spring of 2017, many consumers asked how this breach could potentially affect...

By CANNON SAYERS Household accounting, or bookkeeping, is a service provided to people who may be in need of...

By STEVE WHITTINGTON, CFA What correlation can say about the markets The stock market, at least measured by the...

MONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...