• Six months later…

    Two important values our culture prizes at MONTAG are brevity and levity… this timely “A Minute With MONTAG” post aims at both.

    Read more
  • The Reopening Trade: What is it?

    For those of you that follow the stock market, the term “reopen trade” may soon become just as common as some of the terms we learned at the beginning…

    Read more
  • Throwback Thursday: A Neat and Tidy Legacy

    Have you seen the Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic of Tidying Up?  Her book and her new show preach tidying…

    Read more
  • Bargain Hunting

    In our continuing series “A Minute With MONTAG”, Director of Business Development Steve Whittington, CFA takes a look at valuation – using a Ned Davis chart of historical P/E Ratios…

    Read more
  • Gold is Heavy, But Will It Weigh Down Your Portfolio?

    For the last 20 years, inflation has been very low relative to history but now that government spending has accelerated as a response to the COVID pandemic, the gold…

    Read more

Get in touch

  • This field is for validation purposes and should be left unchanged.