Charitable Giving as Seen Through the Eyes of an Investment Advisor
Read moreOver the years, I have had the joy of working with dozens of clients and colleagues who carried another objective that is deeply personal. Sometimes it is relayed to…
The Pandemic Pivot
Read moreLarge 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…
THROWBACK THURSDAY: POT, It’s a real industry & Canada is pushing it
Read moreMedical marijuana has been legal in Canada since 2001, but legal recreational use took longer to catch on. Public attitudes have changed and last year, Canada introduced legislation to…
Life in a Ghost Town: A Q&A with David Nesbitt
Read moreHi David, and thanks for taking the time to answer these questions. At MONTAG, we’ve been working from home for 17, 18, weeks now, and you’ve been a very…
Estate Planning in a Pandemic
Read moreBy Dawn R. Levine, Guest Contributor Nothing gets you thinking of your own mortality like being trapped at home with...
