By OLGA LEE, CFA In light of the recent market volatility, we thought it would be worthwhile to remind investors that it is important to focus on the long-term when investing in the equity markets. No one likes to see … Read More
“A Minute With MONTAG” considers the lighter side of today’s world… Woman to man, as they both sit in front of their notebook computers at the kitchen table – “Maybe you should work from someone else’s home.” … Read More
By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More
Our “A Minute With MONTAG” series introduces the next in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Privacy, Flexibility & Choices: TAKEAWAY: Large institutions are PRODUCT-oriented; MONTAG … Read More
To all our clients who have endured the last year, and the last two years, Happy New Year! We hope the holiday season brought you some joy, rest and peace. The hard work done at MONTAG was cheerfully met because … Read More
Marianne Shutzberg has provided extraordinary contributions to MONTAG and will be sorely missed after her retirement. Joining MONTAG in 1982, she spent 38 years with MONTAG and first planned to retire in early 2020, but generously put off that plan … Read More
Mikell Jones has provided an invaluable partnership and friendship to our firm and our family since 1984. Mike joined our firm in mid-February that year as a portfolio manager with responsibilities for client service and research, a job he performed … Read More
BY JANE MORROW This New Year’s, make a practical resolution to be vigilant about protecting yourself and your information online. Hackers are getting smarter and smarter, but by taking a few, practical cybersecurity measures, you may be able to outsmart … Read More
BY KENT SHAW, CFA In our prior posts on acquisitions, we looked at roll-ups and pre-paid R&D. For our final installment of the series we will review what I describe as a “Hub and Spoke” acquisition. This is somewhat similar … Read More