By CANNON SAYERS Household accounting, or bookkeeping, is a service provided to people who may be in need of getting an understanding (and control of) their household expenses, consumer debt planning, reconciliation of various household accounts or are in general … Read More
By STEVE WHITTINGTON, CFA What correlation can say about the markets The stock market, at least measured by the S&P 500, had a steady and mostly linear climb through 2017 and into 2018. However, the return of volatility was only … Read More
MONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock purchase represents a “good” business. Of course, whether a business is “good” or not is a subjective judgment, or, in other … Read More
BY KENT SHAW, CFA After a nice rebound in the market in the middle of February we have experienced three consecutive daily drops in the S&P 500 Index of 1% or more. During 2017, such declines were very rare but … Read More
By STEVE WHITTINGTON, CFA How will Roboadvisors react when increased market volatility occurs? In math, and particularly computer science, an algorithm is defined as an unambiguous specification of how to solve a class of problems…algorithms can perform calculation, data processing, … 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
With the 2017 tax return year ended, MONTAG clients have begun to ask us “when do the 1099s come out?” A 1099 Form is an Internal Revenue Service (IRS) form that covers income received other than employer salary for the … Read More
BY BRENDAN WAGNER Low inflation plus low unemployment is “puzzling” the Fed. It doesn’t need to puzzle us. Fed Chair Janet Yellen: “My colleagues and I may have misjudged the strength of the labor market” Inflation in healthcare, rent and … Read More
BY BEN HARRIS, CFA Political noise emanating from Washington and geopolitical events has prompted fresh concerns that a US equity market correction may be looming. But have no fear: the market often takes a leg down, only to bounce back … Read More
BY KENT SHAW, CFA Large successful companies have opportunities that smaller companies do not. A lengthy period of success raises the stature of a company within the capital markets and often within society. Such elevation can be exploited in a … Read More