By MONTAG STAFF Our staff has continued to grow, even during the COVID pandemic year that was 2020. Early in the year, our colleague Christie Crouch came on board. She is a terrific reporting manager and team player. Christie is … Read More
Senior Investment Strategist & Portfolio Manager Chris Guinther poses the question “Who is Advising You…”, and goes on to forcefully answer the question from the standpoint of MONTAG clients:
The Business Development Team takes a crack at answering the question “Are you great at what you do?”
We share some thoughts on PORTFOLIO MANAGEMENT, and welcome any feedback.
VP of Sales Larry Mendel answers the question “Are You Paying Attention?”
On New Year’s Day, the traditional Southern spread consists of black-eyed peas and collard greens (symbols for wealth—coins and green folding money, respectively), ham or pork (for prosperity), and cornbread (for gold). This recipe for Louisiana “Hoppin’ John” incorporates them … Read More
BY RANDY LOVING, CFA Public companies have about $2.55 trillion on their balance sheets right now. That’s up over 30% from about $1.9 trillion at the beginning of 2020. Businesses are not the only ones who are flush. Consumer have cash building … Read More
Our Business Development Team, responsible for the firm’s online and social media presence, has launched “A Minute With MONTAG” – an ongoing campaign of informational social media posts. One of the aspects of our firm’s culture is to value brevity – … Read More
BY BRENDAN WAGNER, Portfolio Manager November was a big month for the equity markets, with the Dow Jones Industrial Average having its best month since 1987, up nearly 12%. On the morning of November 9th Pfizer announced impressive Covid19 vaccine … Read More
By CHRISTINE R. QUILLIAN, CFA, CFP® At MONTAG, our clients count on us to research and monitor a wide range of investments to steer their portfolio toward the goals they seek. The list of available securities is endless, as is … Read More