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CORONAVIRUS, IN PLAIN ENGLISH
By Tom Frisbie on March 3, 202008Read moreWhat we experienced last week was what we in the business call a “waterfall decline,” and these are actually…
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Opportunity among the Invisibles?
By Brendan Wagner on February 27, 2020Read moreWell, it had been my intention to look into the crowding at the top of the S&P500, and whether…
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Coronavirus Impact on the Market
By Brendan Wagner on February 27, 2020Read moreIt was actually in Early January that the Coronavirus became a worry for the market. It started out in…
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THROWBACK THURSDAY: No, I’m not the “Meanest Divorce Lawyer in Town”
By MONTAG on February 13, 2020Read moreBy BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe...
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Special Notice from MONTAG: Tax Form Mailing Schedule
By MONTAG on January 30, 2020Read moreOur friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax…
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Retirees should feel more SECURE in 2020
By MONTAG on January 16, 2020Read moreHappy New Year! And with the New Year, comes change. While the slogan “new year, new you” is often…
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International Exposure… Stateside
By Brendan Wagner on December 5, 2019Read moreCan we capture international exposure with domestic equities, and if so SHOULD we? With 75% of global economic…
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Special Notice from MONTAG: End of Year Giving
By MONTAG on November 25, 2019Read moreAt MONTAG, our firm believes in the power of giving back to our community, and doing so in a…
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Probably: Understanding Probability Can Help Improve Your Decisions
By Kent Shaw on November 21, 2019Read moreBY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math...
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Special Notice from MONTAG: Year End Deadlines
By MONTAG on November 11, 2019Read moreAs the end of the year approaches, there are a lot of key action items for our clients to…
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