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
BY CHRIS GUINTHER The race to develop a Covid-19 vaccine is on… and we are optimistic about a solution within a year. With more than 6 million confirmed Covid-19 cases worldwide and the number increasing daily, the race for … Read More
BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS Editor’s Note – One of my heroes, author Verlyn Klinkenborg, wrote a book in 2003 titled “The Rural Life”. For many years he had a regular column in The New York Times by … Read More
BY KENT SHAW, CFA For office workers, and even those that spend less time in an office setting, email can be a blessing and a curse. In the last few years, it seems more of a curse. A research study … Read More
BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS The Wall Street Journal in recent weeks has developed a series of articles they call MAKING IT WORK. As the new coronavirus forces big changes in how we work, The Wall Street Journal … Read More
BY THOMAS FRISBIE, CFA Every April, this writer looks forward to the playing of the Masters golf tournament—the perfectly maintained golf course, the perfect gallery behavior, the perfect azaleas in bloom and the nearly perfect golf. CBS advertises the event several … Read More
By CHRISTINE R. QUILLIAN, CFA, CFP® “Experience is a comb life gives you after you lose your hair.” – Judith Stern After stocks’ worst-ever start to a calendar year, now is a good time to remind ourselves why investors volunteer … Read More
By STEVE WHITTINGTON, CFA By now, anyone reading this blog, anyone reading anything, anywhere knows about what our country is currently grappling with regarding our nation’s response to the arrival of the coronavirus, or COVID-19, in America, and the subsequent … Read More
BY THOMAS FRISBIE, CFA For the sake of speed and efficiency, this blog post is available to clients and other people we consider interested in our work. Therefore, the comments within or additional thoughts might have already been shared or … Read More
BY BRENDAN WAGNER, Portfolio Manager Well, it had been my intention to look into the crowding at the top of the S&P500, and whether there might be better opportunities among the “invisible” smaller weights. Among the reasons, maybe the less-crowded … Read More