LOW INFLATION PLUS LOW UNEMPLOYMENT IS “PUZZLING” THE FED. IT DOESN’T NEED TO PUZZLE US.
By Brendan Wagner on November 9, 201701Read moreFor bond investors, it’s helpful to understand the link between inflation, short term interest rates, and longer term rates….
A CORRECTION IS LOOMING. WHAT DO I DO?
By Benjamin Harris on October 30, 2017Read moreAs the term suggests, a “correction” isn’t necessarily all bad news. With the Fed reining in the supply of…
THE BANK OF APPLE
By Kent Shaw on October 23, 2017Read moreBY KENT SHAW, CFA Large successful companies have opportunities that smaller companies do not. A lengthy period of success...
PROTECTING YOUR ONLINE IDENTITY
By Stacey Godwin on April 27, 2017Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER With the increasing number of people conducting all sorts of business and personal...
THE BENEFITS OF FISHING IN SEVERAL PONDS
By Kent Shaw on April 10, 2017Read moreBY KENT SHAW, CFA Spreading investments across multiple types of assets can mute the benefit of any single asset...
WHAT IS “CHEAP” AND HOW DO YOU KNOW? Part 2
By Kent Shaw on March 27, 2017Read moreBY KENT SHAW, CFA The P/B Ratio – Additional Distortions In our prior post, we discussed how share...
HOW MUCH IS THAT COLONOSCOPY IN THE WINDOW?
By Kent Shaw on January 18, 2017Read moreBY KENT SHAW, CFA In 1952, Patti Page sang How Much is That Doggie in the Window? The song...
INVESTING IN INITIAL PUBLIC OFFERINGS (IPOs)
By Kent Shaw on October 14, 2016Read moreBY KENT SHAW, CFA The capital markets offer all kinds of opportunities, with commensurate risks, for investors and are...
THE POWER OF US
By Kent Shaw on August 29, 2016Read moreBY KENT SHAW, CFA For this quarter, we have chosen what we hope will be an interesting topic for...
PROTECTING CLIENTS AGAINST CYBERSECURITY THREATS
By Stacey Godwin on July 7, 2016Read moreBY STACEY GODWIN, Chief Compliance Officer Cybersecurity has become an increasingly important focus for not only advisory firms, but...
Blog
Montag Wealth > Blog
