Getting Started: Roth IRA is Like a Free Gift for your Future
By LARRY MENDEL, Director 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
Negative Real Interest Rates
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
9/11… 20 Years Later – A personal perspective
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
MMT, or How Much is Too Much?
By Tom Frisbie, Guest Contributor As President Biden shepherds political support for an unprecedented level of government spending on a variety of programs described as “infrastructure” (roughly $4 trillion at the moment), many members of Congress are understandably concerned. National … Read More
The Long Wait for Chips
In our “A Minute With MONTAG” series, we share recent changes in one of the many metrics we monitor:
Lasting Benefits
Companies got very creative during the pandemic at using technology – usually a well-designed app – to keep people buying their product whether they were selling chicken wings or used cars. The last 18 months have introduced the consumer to … Read More
Location, Location, Location
In our “A Minute With MONTAG” series, we consider current events in the Real Estate market:
Delta (not just the airline)
The economy is opening up again, and with the jumpstart in a big demand for goods and services, companies are seeing a surge in business. That’s the good news. Unfortunately, we are now in the midst of a new strain … Read More







