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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...

BY KENT SHAW, CFA After a nice rebound in the market in the middle of February we have experienced...

By STEVE WHITTINGTON, CFA How will Roboadvisors react when increased market volatility occurs? In math, and particularly computer science,...

BY KENT SHAW, CFA Is the recent stock market activity unusual? The last few days have seen a dramatic...

With the 2017 tax return year ended, MONTAG clients have begun to ask us “when do the 1099s come...

For bond investors, it’s helpful to understand the link between inflation, short term interest rates, and longer term rates….