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
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 up as well. Personal disposable … 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
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
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
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
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 Control, who runs vaccine distribution … Read More
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