By Rebecca Godbey Cummings, Esq. EDITOR’S NOTE:  MONTAG originally posted this guest-contributed piece in January, 2019.  We believe the wisdom in Rebecca’s words is more relevant than ever as we approach our post-pandemic world. Have you seen the Netflix series … Read More

BY KENT SHAW, CFA Gold has been used as a unit of value and for commerce for centuries. Since the days of the rampant inflation in the 1970’s, whenever inflation is discussed, the idea of gold as an investment becomes … Read More

People are often interested in learning more about MONTAG and the notion of “Private Wealth Management”:    

BY RANDY LOVING, CFA It takes 12 to 18 months for any form of stimulus – tax cuts, increased government spending, or direct payments – to work fully through the economy. The US and the rest of the world are … Read More

BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS As with most Aprils [see note in green box], all eyes of the golf world once again fall on Augusta, Georgia, where the 85th Masters golf tournament will be played this Thursday – … Read More

By AMY CARCIONE, CFA Do you recycle? Do you compost at home? Do you worry about global warming? Do you drive a hybrid car? Do you use reusable bags when you go to the grocery store? Do you buy only … Read More

Senior Investment Strategist & Portfolio Manager Chris Guinther addresses the question “Should My Allocation Include Private Equity?”, and identifies the many downsides for most investors:    

People are often interested in learning more about MONTAG and the notion of “Balanced Portfolios”:    

Senior Investment Strategist & Portfolio Manager Chris Guinther poses the question “Who is Advising You…”, and goes on to forcefully answer the question from the standpoint of MONTAG clients:  

We share some thoughts on PORTFOLIO MANAGEMENT, and welcome any feedback.