Trade Wars & Tariffs
BY BEN HARRIS, CFA Much has been written and discussed about US trade wars and tariffs – what might be the impact on our economy (or parts of it) – and how trade wars might impact equity markets. First, let’s … Read More
MARKET UPDATE – Bullish or Bearish?
BY RANDY LOVING, CFA The question that every investor needs to ask when looking through data or reviewing a company is “am I more bullish or more bearish from having read this?” Over the past few weeks we learned that … Read More
On the Road Again
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
What’s Going On With Bond Yields? Look Near & Far
By MONTAG Last week, our friends over at Charles Schwab put out this piece on market volatility, after the Italian president made some political (and financial) waves by vetoing a finance minister and sparked concern that the country could leave the … Read More
RIAs: Held to a Higher Standard
BY BILL LEE, DIRECTOR OF MARKETING OPERATIONS The investing public is bombarded with conflicting messages from a variety of financial services firms, making it difficult to sort things out among the noise. Especially targeted by these firms are wealthy individuals, … Read More
“A” is for… ADV
BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER If you’re a MONTAG client, you recently received notification about our annual Form ADV update. If you’re not a client, you may be wondering what in the world an ADV is. The Form ADV … Read More
Brevity & Levity
By STEVE WHITTINGTON, CFA Getting to the point, and being clear, matters when relaying information to clients. Sure, you want your portfolio manager to be able to explain their investments, market movement, and other “difficult math” when asked, but you … Read More
Q1 2018 Earnings: Confusing, Humbling, & Rational
Results generally excellent, but they are backward looking and aided by tax cuts — future outlooks introduced enough uncertainty to dent a pricy, nervous stock market BY BRENDAN WAGNER, Portfolio Manager The headlines ranged from excited to euphoric to apoplectic … Read More
MARKET UPDATE Q3 2018
Kent Shaw, a portfolio manager at MONTAG, recently shared his views on the current market. BY KENT SHAW, CFA Waiting is the hardest part The correction seems to be taking longer than expected but compared to the corrections in … Read More
It’s How Dad Did It… Right?
By STEVE WHITTINGTON, CFA In our country right now, a unique dynamic is occurring: there is a wealth transition from one generation (the baby boomers) to another (their children) that has never been seen before, both in size and scope. … Read More