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
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 Uruguay as one … 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
By STEVE WHITTINGTON, CFA In this week’s post for our blog mini-series, I’ve decided to switch up the format a bit and conduct an interview-style blog with the art dealer and gallery owner Matt Kendall. I had recently read an … Read More
By STEVE WHITTINGTON, CFA Modeling agencies, historically, are some of the most tireless recruiters of talent in the world. It’s an avant-garde industry that is always pushing the envelope in terms of vision and creativity. Of course, once the talent … Read More
By STEVE WHITTINGTON, CFA Set in a futuristic and dystopian future, the classic science fiction film Blade Runner attempts to examine the moral implications of a race of genetically created super beings called Replicants. As part of the plot, the … Read More