Blog

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

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