By Brad Capinas My career in the financial services industry has spanned four decades, most of it as an equity trader. As a trader, my primary responsibility was to provide liquidity to both retail and institutional accounts. I traded several … Read More
BY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio managers are people too, and we look forward to spending time with our families like anyone else. Indeed, summer is upon … Read More
BY THOMAS FRISBIE, CFA In the last blog post, we introduced the idea that artificial intelligence (AI) might be the fourth big technology wave of the past 250 years, potentially disrupting the world economy in profound ways. AI has been … Read More
BY THOMAS FRISBIE, CFA Chinese technologist Kai-Fu Lee sees a very big wave of change coming, “tsunami-sized”, that will engulf the world economy within the next two decades. Lee believes that this tsunami will lead to the alteration or elimination … Read More
By CHRISTINE QUILLIAN, CFA, CFP® Like the monster under the bed, capital gains taxes loom large in investors’ minds. Many investors have a tendency to hold on to stocks with large embedded capital gains because to sell or trim shares … Read More
By OLGA LEE, CFA We recently passed the 10 – year anniversary of March 9, 2009, when the S&P 500 Index reached its panic-driven 666 intra-day low. What an extraordinary ten years since that bottom, with the index returning a … Read More
By STEVE WHITTINGTON, CFA It’s that time of year again in college basketball, where hundreds of hours are dedicated to the filling out of NCAA tournament brackets, pouring over teams, match-ups, records, and trying to predict an outcome for the … Read More
BY BRENDAN WAGNER, Portfolio Manager “When you learn how to play the game, they change the rules” – legendary investment strategist Ned Davis “Everybody has a plan until they get punched in the face” – legendary boxer Mike Tyson No … Read More
BY KENT SHAW, CFA For the past several years, many in the financial press have been stating, in one way or another, that “value” investing is not working and this market is all about “growth.” From one perspective, they … Read More
BY THOMAS FRISBIE, CFA So far in 2019, as it has been for decades, the daily fortunes of politicians and financial markets seem to swing upon the latest report on GDP (gross domestic product; basically, our economy’s growth). When the … Read More