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Throwback Thursday: A Neat and Tidy Legacy

By Rebecca Godbey Cummings, Esq. EDITOR’S NOTE:  MONTAG originally posted this guest-contributed piece in January, 2019.  We believe the wisdom in Rebecca’s words is more relevant than ever as we approach our post-pandemic world. Have you seen the Netflix series … Read More

Bargain Hunting

The Business Development Team takes a look at valuation – using a Ned Davis P/E Ratio chart as an illustration…      

Run for the Roses: “Derby Double” Post

The annual running of the Kentucky Derby at Churchill Downs in Louisville, KY is held on the first Saturday of May.  This year’s Derby takes place Saturday, May 1st.  Steve Whittington, CFA considers some commonality between the Derby track and … Read More

Just Two Things…

BY RANDY LOVING, CFA It takes 12 to 18 months for any form of stimulus – tax cuts, increased government spending, or direct payments – to work fully through the economy. The US and the rest of the world are … Read More

Greenies

Here we carry our “Green Theme” – first introduced in last week’s Viewpoints newsletter – forward in this “Greenies” post:    

Investments… Going Green

By AMY CARCIONE, CFA Do you recycle? Do you compost at home? Do you worry about global warming? Do you drive a hybrid car? Do you use reusable bags when you go to the grocery store? Do you buy only … Read More

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