BY RANDY LOVING, CFA Public companies have about $2.55 trillion on their balance sheets right now. That’s up over 30% from about $1.9 trillion at the beginning of 2020. Businesses are not the only ones who are flush. Consumer have cash building … Read More

BY BRENDAN WAGNER, Portfolio Manager November was a big month for the equity markets, with the Dow Jones Industrial Average having its best month since 1987, up nearly 12%. On the morning of November 9th Pfizer announced impressive Covid19 vaccine … Read More

By CHRISTINE R. QUILLIAN, CFA, CFP® At MONTAG, our clients count on us to research and monitor a wide range of investments to steer their portfolio toward the goals they seek. The list of available securities is endless, as is … Read More

During these turbulent times, the stock markets, and the companies that comprise these markets, are facing turbulence and volatility. Some companies are faced with running their businesses in entirely new and unforeseen ways. As MONTAG takes a look at companies … Read More

BY RANDY LOVING, CFA   As the world’s greatest race to develop a vaccine for coronavirus is entering its final phase, we are starting to see preparations for distributing the vaccine. Near the end of August the Centers for Disease … Read More

BY RANDY LOVING, CFA Imagine the potential rebound if we get a vaccine… Large companies wasted no time in reacting to the Coronavirus pandemic. Some companies – Amazon and PayPal for example – did not have to change a thing … Read More

BY CHRIS GUINTHER Medical marijuana has been legal in Canada since 2001, but legal recreational use took longer to catch on. Public attitudes have changed and in 2017, Canada introduced legislation to allow recreational use. On Oct. 17, 2018, Canada … Read More

BY CHRIS GUINTHER   The race to develop a Covid-19 vaccine is on… and we are optimistic about a solution within a year. With more than 6 million confirmed Covid-19 cases worldwide and the number increasing daily, the race for … Read More

BY THOMAS FRISBIE, CFA Every April, this writer looks forward to the playing of the Masters golf tournament—the perfectly maintained golf course, the perfect gallery behavior, the perfect azaleas in bloom and the nearly perfect golf. CBS advertises the event several … Read More

By CHRISTINE R. QUILLIAN, CFA, CFP® “Experience is a comb life gives you after you lose your hair.” – Judith Stern After stocks’ worst-ever start to a calendar year, now is a good time to remind ourselves why investors volunteer … Read More