ON THE ROAD AGAIN
Read moreBY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio managers...
WHAT’S GOING ON WITH BOND YIELDS? LOOK NEAR… AND FAR
Read moreBy MONTAG Last week, our friends over at Charles Schwab put out this piece on market volatility, after the Italian president...
Registered Investment Advisers: Held to a Higher Standard
Read moreBY BILL LEE, DIRECTOR OF MARKETING OPERATIONS The investing public is bombarded with conflicting messages from a variety of financial...
“A” is for… ADV
Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER If you’re a MONTAG client, you recently received notification about our annual Form ADV...
Brevity & Levity
Read moreBy STEVE WHITTINGTON, CFA Getting to the point, and being clear, matters when relaying information to clients. Sure, you want...
