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
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
Our “A Minute With MONTAG” series introduces the second in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Turnover of Staff: TAKEAWAY: With MONTAG, turnover is generational.
By HELEN DONAHUE, CFA Much has been made of the labor shortage in the pandemic era. Many economists predicted that unemployment would decrease with the expiration of the extended unemployment benefits. While claims have dropped, it has not been to … Read More
On this “Thanksgiving Eve,” MONTAG takes a minute to share an old family recipe for delicious Pecan Pie… We wish you all a joyous Thanksgiving with family and friends! Click here for our website disclosure.
BY KENT SHAW, CFA In our last blog post on acquisitions, we reviewed what is often referred to as a “roll-up”. Roll-ups occur in many different types of industries and occur when a larger company acquires smaller companies with a … Read More
It’s getting to be ‘that time’ again… With the changing color of the leaves, we know the year 2021 is soon to be winding down. Many MONTAG clients express their charitable intent around year end. Our custodians, Schwab and Fidelity, … Read More
“A Minute With MONTAG” considers the lighter side of today’s world… Man holding cup in hand, to woman – both standing in front of a Lemonade Stand with two eager kids in view – “It’s free, but … Read More
BY KENT SHAW, CFA In the later stages of a bull market, acquisitions tend to increase in size and number. Many companies are more profitable as the economy has been growing for several years and they are flush with cash … Read More