BY BRENDAN WAGNER, Portfolio Manager The Russia-Ukraine situation is of course top of mind for humanitarian reasons, but in this note we also explore other reasons for market moves in the first two+ months of 2022. Market expectations of aggressive … Read More
EDTIOR’S NOTE: MONTAG has followed the troubling events in Europe of recent weeks with concern. As an investment firm, it is MONTAG’s responsibility to focus on securities markets, prices, changes in valuation, and other factors during uncertain times. However, that’s … 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 the all-important Client Relations: TAKEAWAY: Large institutions are centered on … Read More
By OLGA LEE, CFA In light of the recent market volatility, we thought it would be worthwhile to remind investors that it is important to focus on the long-term when investing in the equity markets. No one likes to see … Read More
“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
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