Blog

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

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

BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS As with most Aprils [see note in green box], all eyes of the golf world once again fall on Augusta, Georgia, where the 85th Masters golf tournament will be played this Thursday – … Read More

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

Senior Investment Strategist & Portfolio Manager Chris Guinther addresses the question “Should My Allocation Include Private Equity?”, and identifies the many downsides for most investors:    

“Is the future I WANT the one I will GET?”    

Using historical research we purchase from Ned Davis Research, our Business Development Team highlights “Why Stocks Matter”:    

By HELEN DONAHUE, CFA Rising interest rates have caused volatility in the equity markets recently. The 10-Year Treasury started the year yielding less than 1% and swiftly moved to a recent high of nearly 1.6% the last week of February. … Read More

People are often interested in learning more about MONTAG and the notion of “Balanced Portfolios”:    

VP of Sales Larry Mendel addresses the question “Am I getting a good deal?”: