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

BY JOE FOLEY, CFA Investment advisors are charged with the task of integrating an understanding of the universe of investment choices with each client’s numerous objectives. Well understood “missions” include growth of the client’s capital base, generation of current income, … Read More

By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1  Many believe that lawyers are largely to blame for the enormous psychological and financial damage caused by the divorce process.  That’s not surprising, … Read More

Happy 2020!   With the new year comes tax preparation season for 2019 tax returns.  Our friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax forms will be mailed in regard to … Read More

At MONTAG, our firm believes in the power of giving back to our community, and doing so in a meaningful way that makes our lives feel more enriched.  Some folks believe in giving back in traditional ways, like a canned … Read More

BY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math class and if we ever learned anything about probability we forgot it all once the final exam was turned in to … Read More

As the end of the year approaches, there are a lot of key action items for our clients to consider, including tax preparation, charitable giving, required minimum distributions, and others.  While the burden of notification is on a client’s custodian … Read More