It’s getting to be ‘that time’ again… With the changing color of the leaves, we know the year 2021 is soon to be winding down. Many MONTAG clients express their charitable intent around year end. Our custodians, Schwab and Fidelity, … Read More
“A Minute With MONTAG” considers the lighter side of today’s world… Man holding cup in hand, to woman – both standing in front of a Lemonade Stand with two eager kids in view – “It’s free, but … Read More
BY KENT SHAW, CFA In the later stages of a bull market, acquisitions tend to increase in size and number. Many companies are more profitable as the economy has been growing for several years and they are flush with cash … Read More
Our “A Minute With MONTAG” series introduces the first of a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this first one considers Leadership & Management: TAKEAWAY: You get to know us, … Read More
BY RANDY LOVING, CFA The 18th of October was a big day for semiconductor chips and computing. Apple (NASDAQ: AAPL) released its new Mac computer line up that will be based on a chip design licensed from Arm Holdings. This … Read More
By LARRY MENDEL, VP of Sales I am often asked about what is a good vehicle to get young professional children or grandchildren started towards saving and learning about investing. I have young professional children of my own, so the … Read More
In another of our “A Minute With MONTAG” series, we look at the phenomenon of negative real interest rates – not seen since the 1970’s – and what this might say about investors’ inflation expectations: A real interest … Read More
AMY CARCIONE, CFA The morning of September 11, 2001 was one of those tragic events in our lifetime we will never forget. Everyone remembers where they were, how they first heard, how they felt in the hours, days and weeks … Read More