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The Roaring 20’s

BY RANDY LOVING, CFA The United States is now administering a little over 1.1 million vaccine doses per day. That’s pretty remarkable given we were only giving out about 450,000 at the beginning of the month. Based on comments about … Read More

That’s a lot of cash

BY RANDY LOVING, CFA Public companies have about $2.55 trillion on their balance sheets right now. That’s up over 30% from about $1.9 trillion at the beginning of 2020. Businesses are not the only ones who are flush. Consumer have cash building … Read More

Role and Control: The US Dollar

By CHRISTINE R. QUILLIAN, CFA, CFP® At MONTAG, our clients count on us to research and monitor a wide range of investments to steer their portfolio toward the goals they seek. The list of available securities is endless, as is … Read More

Mixed Metaphors

This year has been dominated by a few large headlines, but even with an election upon us, I think it is fair to say that 2020 has been ruled by the coronavirus, both in the United States and around the … Read More


Getting to the point, and being clear, matters when relaying information to clients. Sure, you want your portfolio manager to be able to explain their investments, market movement, and other “difficult math” when asked, but you have entrusted them with … Read More

Lining Up the Shot(s)

BY RANDY LOVING, CFA   As the world’s greatest race to develop a vaccine for coronavirus is entering its final phase, we are starting to see preparations for distributing the vaccine. Near the end of August the Centers for Disease … Read More

The Pandemic Pivot

BY RANDY LOVING, CFA Imagine the potential rebound if we get a vaccine… Large companies wasted no time in reacting to the Coronavirus pandemic. Some companies – Amazon and PayPal for example – did not have to change a thing … Read More

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