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
BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER With the increasing number of people conducting all sorts of business and personal tasks electronically, cyber fraud and identity theft are growing at alarming rates. Identity theft is now the fastest growing crime in … Read More
BY KENT SHAW, CFA Spreading investments across multiple types of assets can mute the benefit of any single asset but it can also increase the probability of owning something that is producing attractive returns in a particular period. In the … Read More
BY KENT SHAW, CFA The P/B Ratio – Additional Distortions In our prior post, we discussed how share repurchases can impact price-to-book (P/B) ratios. Another distortion that is significant is that of an asset write-down or goodwill impairment. If … Read More
BY KENT SHAW, CFA In 1952, Patti Page sang How Much is That Doggie in the Window? The song later rushed up the Billboard music charts to number one in 1953. Clearly, those were wild times. The title of this … Read More
BY KENT SHAW, CFA The capital markets offer all kinds of opportunities, with commensurate risks, for investors and are a great place to build wealth. However, all portions of the capital markets are not created equal. The market of initial … Read More
BY KENT SHAW, CFA For this quarter, we have chosen what we hope will be an interesting topic for everyone: diversity and crowd sourcing. Diversity is a word often thrown about in terms of public policy and the need for … Read More