BY KENT SHAW, Portfolio Manager Volatility in the stock market and the often associated news stories that sound increasingly gloomy can be unnerving. Our aim is to reduce our clients’ need to consume such information so they can be freed … Read More
CHRIS GUINTHER, Senior Equity Strategist and Portfolio Manager It’s 2022, not 2020, and my opinion is the odds that stocks will do well have fallen significantly. After two really strong economic years during the Covid period, the Federal Reserve has … Read More
BY BRENDAN WAGNER, Portfolio Manager A day after Walmart’s weak earnings, Target’s results sent a shudder through the markets Wednesday 5/18, with the S&P500 off 4% and flirting with a bear market. Inflation headwinds have been discussed for months, but … Read More
Our “A Minute With MONTAG” series introduces the final in our suite of six comparisons we call “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers the roles of Research and Analysis: TAKEAWAY: Independent, unconflicted … Read More
AMY CARCIONE, CFA Since the start of 2022, we have witnessed a significant surge in municipal bond yields. This spike in yields has lured investors looking for tax-exempt income back into the municipal market. Most recently, an average 10-year municipal … Read More
Celebrated New Yorker Magazine Editor and cartoonist Bob Mankoff employs some Shakespearean humor… “Hamlet’s Duplex” – Second floor hallway, 2 apartment doors visible, one marked “2B” and the other “Not 2B”
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 the roles of Advisor and Custodian: TAKEAWAY: Best of both … Read More
A little over a month ago, Russia invaded Ukraine; surely stocks are down and bonds are up since then, right? Not quite. The information provided is for illustration purposes only. It is not, and should not be regarded as … Read More
It’s important to balance these days’ worrisome headlines with a little dose of humor… Two dogs walking down a neighborhood sidewalk, one saying to the other – “It’s always ‘Sit,’ ‘Stay,’ ‘Heel’ — never ‘Think,’ ‘Innovate,’ ‘Be … Read More