CHARACTERISTICS OF A SUPERIOR BUSINESS MODEL
By MONTAG on March 15, 20184Read moreMONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...
MARKET UPDATE
By Kent Shaw on March 2, 2018Read moreBY KENT SHAW, CFA After a nice rebound in the market in the middle of February we have experienced...
ROBOQUESTIONS
By Steve Whittington on February 9, 2018Read moreBy STEVE WHITTINGTON, CFA How will Roboadvisors react when increased market volatility occurs? In math, and particularly computer science,...
MARKET UPDATE
By Kent Shaw on February 7, 2018Read moreBY KENT SHAW, CFA Is the recent stock market activity unusual? The last few days have seen a dramatic...
2017 Tax Information
By MONTAG on January 30, 2018Read moreWith the 2017 tax return year ended, MONTAG clients have begun to ask us “when do the 1099s come...
LOW INFLATION PLUS LOW UNEMPLOYMENT IS “PUZZLING” THE FED. IT DOESN’T NEED TO PUZZLE US.
By Brendan Wagner on November 9, 2017Read 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...
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