RESOURCES

Happy New Year!  And with the New Year, comes change.  While the slogan “new year, new you” is often a popular one to use for self-motivation as the New…

MONTAG Viewpoints, Q4, 2019 Click here for our website disclosure.

Can  we  capture  international  exposure  with  domestic  equities,  and  if  so  SHOULD  we? With 75% of global economic activity occurring outside the US, some investors consider it irresponsible…

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. 

BY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math class...