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.
Getting to the point, and being clear, matters when relaying information to clients. Sure, you want your portfolio manager to be able to explain their investments, market movement, and other “difficult math” when asked, but you have entrusted them with … Read More