Sweet Surprise Pecan Pie Recipe

On this “Thanksgiving Eve,” MONTAG takes a minute to share an old family recipe for delicious Pecan Pie…  We wish you all a joyous Thanksgiving with family and friends!       Click here for our website disclosure.    

Acquisitions Good & Bad, Part 2

BY KENT SHAW, CFA In our last blog post on acquisitions, we reviewed what is often referred to as a “roll-up”. Roll-ups occur in many different types of industries and occur when a larger company acquires smaller companies with a … Read More

YEAR END GIFTING

It’s getting to be ‘that time’ again… With the changing color of the leaves, we know the year 2021 is soon to be winding down. Many MONTAG clients express their charitable intent around year end. Our custodians, Schwab and Fidelity, … Read More

Lemonade Stand

“A Minute With MONTAG” considers the lighter side of today’s world…       Man holding cup in hand, to woman – both standing in front of a Lemonade Stand with two eager kids in view – “It’s free, but … Read More

Monday was a busy day…

BY RANDY LOVING, CFA The 18th of October was a big day for semiconductor chips and computing.  Apple (NASDAQ:  AAPL) released its new Mac computer line up that will be based on a chip design licensed from Arm Holdings.  This … Read More

Alexa

“A Minute With MONTAG” considers the lighter side of today’s technology…       Confused man in his living room, as the device on his end table replies “The name’s Alexa.  Who’s Siri?”    

Negative Real Interest Rates

In another of our “A Minute With MONTAG” series, we look at the phenomenon of negative real interest rates – not seen since the 1970’s – and what this might say about investors’ inflation expectations:     A real interest … Read More

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