Blog

Let’s begin by noting the 2022 fourth quarter’s market numbers, and those for the year in full, as of December 31:     As these numbers make plain, 2022 saw poor performance in most sectors with the exception of energy and … Read More

By John Montag, President, Chief Investment Officer, & Portfolio Manager Assume you habitually consume soda (in Atlanta this is likely a red can…) or another beverage of choice, picking up a six-pack weekly at the grocery market.  Historically you have … Read More

By Helen Donahue, Portfolio Manager   As we all know, the current landscape in the fixed income markets has drastically changed from the near zero-rate environment we have had for years.  With the goal of slowing growth and getting inflation … Read More

BY BRENDAN WAGNER, Portfolio Manager I was recently at Six Flags® with my six-year-old daughter.  She was over the moon excited to go on her first big rollercoaster.  We entered the park and headed for the Twisted Cyclone.  The ride … Read More

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

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 reversed course to undo problems they’ve caused by … 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

Have you ever been in a meeting like this?       Boss from the head of the meeting table, pointing to a woman as others look on:  “Yes!  That’s exactly what I was going to think.”    

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