Mixed Metaphors
This year has been dominated by a few large headlines, but even with an election upon us, I think it is fair to say that 2020 has been ruled by the coronavirus, both in the United States and around the … Read More
No Music, No Sports… Challenging times for ticket brokers
During these turbulent times, the stock markets, and the companies that comprise these markets, are facing turbulence and volatility. Some companies are faced with running their businesses in entirely new and unforeseen ways. As MONTAG takes a look at companies … Read More
THROWBACK THURSDAY: Brevity & Levity
Getting to the point, and being clear, matters when relaying information to clients. Sure, you want your portfolio manager to be able to explain their investments, market movement, and other “difficult math” when asked, but you have entrusted them with … Read More
Lining Up the Shot(s)
BY RANDY LOVING, CFA As the world’s greatest race to develop a vaccine for coronavirus is entering its final phase, we are starting to see preparations for distributing the vaccine. Near the end of August the Centers for Disease … Read More
Charitable Giving as Seen Through the Eyes of an Investment Advisor
BY JOE FOLEY, CFA Investment advisors are charged with the task of integrating an understanding of the universe of investment choices with each client’s numerous objectives. Well understood “missions” include growth of the client’s capital base, generation of current income, … Read More
The Pandemic Pivot
BY RANDY LOVING, CFA Imagine the potential rebound if we get a vaccine… Large companies wasted no time in reacting to the Coronavirus pandemic. Some companies – Amazon and PayPal for example – did not have to change a thing … Read More
THROWBACK THURSDAY: POT, It’s a real industry & Canada is pushing it
BY CHRIS GUINTHER Medical marijuana has been legal in Canada since 2001, but legal recreational use took longer to catch on. Public attitudes have changed and in 2017, Canada introduced legislation to allow recreational use. On Oct. 17, 2018, Canada … Read More
Life in a Ghost Town: A Q&A with David Nesbitt
Hi David, and thanks for taking the time to answer these questions. At MONTAG, we’ve been working from home for 17, 18, weeks now, and you’ve been a very valuable “first-responder” for our client service efforts, coming in to the … Read More
Estate Planning in a Pandemic
By Dawn R. Levine, Guest Contributor Nothing gets you thinking of your own mortality like being trapped at home with your own thoughts, with lots of free time and a disease on a rampage around the globe. The Pandemic has … Read More
MONTAG Announces Facebook Presence
By MONTAG STAFF MONTAG is pleased to announce the launch of its corporate page on Facebook. While we might seem late to the party, the heavy regulatory and compliance nature of the financial services industry has significantly restrained our options for … Read More