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
By Rebecca Godbey Cummings, Esq. Have you seen the new Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic of Tidying Up? Her book and her new show preach tidying as a way to have … Read More
We all talk about it and think it’s a good idea and then we make the same New Year’s Resolution again next year. This year is a good opportunity to capture the information which helps prepare your family with the … Read More
By STEVE WHITTINGTON, CFA As we go through the holiday season, the end of the calendar year serves as a nice point of inflection for what we’ve accomplished over the last twelve months. At MONTAG, we think about the seasons … Read More
BY BRENDAN WAGNER, Portfolio Manager Be a Hipster Investor. At least with a part of your portfolio. “Skate to where the puck is going to be” – Wayne Gretsky “Successful investing is having everyone agree with you………..later.” – Jim Grant … Read More
BY CHRISTINE QUILLIAN, CFA, CFP® The market price at which something is bought or sold is everything in investing. A stock’s price is a single number that expresses a collective view of investors’ knowledge and expectations about a company. We … Read More
By LARRY MENDEL — Vice President of Sales When is a discount really a discount? What is it that you are actually paying for? As we are firmly in the holiday shopping season, we are bombarded with the word “SALE” which … Read More
As we mentioned in our last quarterly newsletter, Viewpoints, we are committed to keeping abreast of any changes that our custodians notify us about as we approach the end of the calendar year. This year is no different, as Schwab … Read More