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
It was actually in Early January that the Coronavirus became a worry for the market. It started out in December 2019 in the city of Wuhan, the capital of China’s Hubei province, and seemingly the big market worries were about … Read More
By BRUCE R. STEINFELD, ESQ. Divorce has been called “the psychological equivalent of a triple coronary bypass.”1 Many believe that lawyers are largely to blame for the enormous psychological and financial damage caused by the divorce process. That’s not surprising, … Read More
Happy 2020! With the new year comes tax preparation season for 2019 tax returns. Our friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax forms will be mailed in regard to … Read More
By STEVE WHITTINGTON, CFA Happy New Year! And with the New Year, comes change. While the slogan “new year, new you” is often a popular one to use for self-motivation as the New Year comes, that is going to be … Read More
Can we capture international exposure with domestic equities, and if so should we? BY BRENDAN WAGNER, Portfolio Manager How much international exposure should a US investor have in an equity portfolio? With 75% of global economic activity occurring outside the US, some investors consider it irresponsible NOT to … Read More
At MONTAG, our firm believes in the power of giving back to our community, and doing so in a meaningful way that makes our lives feel more enriched. Some folks believe in giving back in traditional ways, like a canned … Read More
BY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math class and if we ever learned anything about probability we forgot it all once the final exam was turned in to … Read More
As the end of the year approaches, there are a lot of key action items for our clients to consider, including tax preparation, charitable giving, required minimum distributions, and others. While the burden of notification is on a client’s custodian … Read More