Blog

In our continuing “A Minute With MONTAG” series, Director of Marketing Operations Bill Lee gives his take on what makes our firm “tick”:      

Our continuing “A Minute With MONTAG” series looks at the effects of ongoing low interest rates:    

BY KENT SHAW, CFA Here’s an interesting topic for everyone: diversity and crowd sourcing. Diversity is a word often thrown about in terms of public policy and the need for representation from various ethnic and other groups in society. While … Read More

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

As the Moderna and Pfizer vaccines become more available and the adoption rate is on the rise, especially for targeted parties like those over 65 and those medically at risk, some of the pent-up demand for certain goods and services … Read More

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

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

BY KENT SHAW, CFA Gold has been used as a unit of value and for commerce for centuries. Since the days of the rampant inflation in the 1970’s, whenever inflation is discussed, the idea of gold as an investment becomes … Read More

People are often interested in learning more about MONTAG and the notion of “Private Wealth Management”:    

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