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
By STEVE WHITTINGTON, CFA Last month, we ran a blog series on Artificial Intelligence, and its effect on several industries. In the first installment of that series, we discussed Artificial Intelligence (AI) in the art world, with some questions of … Read More
As we approach the end of the year, the MONTAG Client Service Team has a few administrative reminders for clients: Required Minimum Distributions (RMDs) Must be taken from your IRA accounts, including Inherited IRAs, before the end of the year. … Read More
BY CHRIS GUINTHER Medical marijuana has been legal in Canada since 2001, but legal recreational use took longer to catch on. Public attitudes have changed and last year, Canada introduced legislation to allow recreational use. On Oct. 17, Canada joined … Read More
By HALEY A. SCHWARTZ, ESQ. Your legacy is not just a collection of your possessions and assets that you leave to others when you die. Your legacy is also, and arguably most importantly, the essence of how you live your … Read More
BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their assets is our most important job. One thing we can suggest to help in this regard is that our clients name … Read More
By STEVE WHITTINGTON, CFA During this series, we’ve mentioned several times that automation, robotics, and Artificial Intelligence (AI) are great disruptors for many industries. While it can certainly be argued that efficiencies are realized with machines doing work, or thinking, … Read More