Bargain Hunting
The Business Development Team takes a look at valuation – using a Ned Davis P/E Ratio chart as an illustration…
Gold is Heavy, But Will It Weigh Down Your Portfolio?
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
Private Wealth Management
People are often interested in learning more about MONTAG and the notion of “Private Wealth Management”:
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
Earnings Estimates
We take a look at a trend in earnings estimates – using a Ned Davis Chart as an illustration…
Just Two Things…
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 just now feeling the … Read More
April, Augusta, Green Jackets, and Staying in the Game
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
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
Should My Allocation Include Private Equity?
Senior Investment Strategist & Portfolio Manager Chris Guinther addresses the question “Should My Allocation Include Private Equity?”, and identifies the many downsides for most investors: