Blog

“A Minute With MONTAG” considers the lighter side of today’s world…       Woman to man, as they both sit in front of their notebook computers at the kitchen table – “Maybe you should work from someone else’s home.” … Read More

By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More

Our “A Minute With MONTAG” series introduces the next in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Privacy, Flexibility & Choices:       TAKEAWAY:  Large institutions are PRODUCT-oriented; MONTAG … Read More

To all our clients who have endured the last year, and the last two years, Happy New Year! We hope the holiday season brought you some joy, rest and peace. The hard work done at MONTAG was cheerfully met because … Read More

Our firm’s latest take on markets, investing, current events and more.  Enjoy! MONTAG Viewpoints, Q4 2021

Marianne Shutzberg has provided extraordinary contributions to MONTAG and will be sorely missed after her retirement. Joining MONTAG in 1982, she spent 38 years with MONTAG and first planned to retire in early 2020, but generously put off that plan … Read More

Mikell Jones has provided an invaluable partnership and friendship to our firm and our family since 1984. Mike joined our firm in mid-February that year as a portfolio manager with responsibilities for client service and research, a job he performed … Read More

BY JANE MORROW This New Year’s, make a practical resolution to be vigilant about protecting yourself and your information online. Hackers are getting smarter and smarter, but by taking a few, practical cybersecurity measures, you may be able to outsmart … Read More

“A Minute With MONTAG” considers the lighter side of today’s world…       Older man holding cocktail in hand, to younger man as they shake hands at a party – “Hey, it’s good to finally put a face to … Read More

BY KENT SHAW, CFA In our prior posts on acquisitions, we looked at roll-ups and pre-paid R&D. For our final installment of the series we will review what I describe as a “Hub and Spoke” acquisition. This is somewhat similar … Read More