Using historical research we purchase from Ned Davis Research, our Business Development Team highlights “Why Stocks Matter”:    

By HELEN DONAHUE, CFA Rising interest rates have caused volatility in the equity markets recently. The 10-Year Treasury started the year yielding less than 1% and swiftly moved to a recent high of nearly 1.6% the last week of February. … Read More

The United States is now administering a little over 1.1 million vaccine doses per day. That’s pretty remarkable given we were only giving out about 450,000 at the beginning of the month. Based on comments about expanding manufacturing capacity from … Read More

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 up as well. Personal disposable … 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

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 Control, who runs vaccine distribution … Read More

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 since their businesses benefited … Read More

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 joined Uruguay as … Read More