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
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
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
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
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
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
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
BY KENT SHAW, CFA Listening to the market using Implied Revenue Growth Introduction In two prior posts, we reviewed several methods for valuing stocks and discussed the strengths and weaknesses of each one of those methods. We investigated the price-to-earnings … Read More
By BEAU MILLER The Affordable Care Act (ACA) is a law that has essentially transformed the American healthcare system. ACA impacts every US citizen and legal resident in some form or fashion. As someone who is on the front … Read More
Following the Equifax data breach in the spring of 2017, many consumers asked how this breach could potentially affect them and what precautions should be taken. As Stacey Godwin, Chief Compliance Officer for MONTAG stated in her blog post from … Read More