The Power of Us
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
Protecting Clients Against Cybersecurity Threats
BY STACEY GODWIN, Chief Compliance Officer Cybersecurity has become an increasingly important focus for not only advisory firms, but for regulators as well. With data hacking and various schemes to defraud investors on the rise in recent years, ensuring the … Read More
What is “Cheap” and How Do You Know? Part 1
BY KENT SHAW, CFA INTRODUCTION The adage “buy low, sell high” is a simplification of how to build wealth in the investment market. To buy low is to identify investments that are inexpensive, or “cheap” and then hold them until … Read More
Politics and the Market
BY MONTAG As this very interesting presidential election takes shape, we are getting a lot of questions about market/sector impact of specific candidates. I thought I’d outline the market pros and cons of each platform, with two caveats: (1) policy … Read More
Margin, It’s Not Just Like Butter
BY KENT SHAW, CFA There are many factors that affect stock market returns but it’s helpful to have a framework where possible to simplify analysis. One such model is the example shown below where the returns of the market are … Read More
MONTAG Named Top 50 RIA by Bloomberg
A. Montag and Associates (d/b/a MONTAG Wealth Management) is pleased to announce it was named by Bloomberg Markets Magazine to its list of “Top 50 Registered Investment Advisers”. The list appeared in the magazine’s December, 2015 edition, which they called … Read More
The Election and Investment Markets
BY MONTAG The 2016 presidential race begins today. As we put mid-term elections in the rearview, we move quickly on to the new legislative landscape with all eyes on 2016. What can we expect for these next two years? … Read More
MONTAG: Branding for the Future
Back in 1945, when our grandfather Louis Montag founded Atlanta’s first investment advisory firm, Louis Montag Investment Counsel, he was new to the field and the field was new in the South. That’s all changed. What hasn’t changed is the … Read More
New Portfolio Manager Adds Depth to the Team
We are pleased to announce the recent arrival of Kent Shaw, CFA, as the newest members of our investment management team. Kent brings a wealth of securities analysis and portfolio management experience to MONTAG, thus expanding our investment and client … Read More