“Well… That’s a high-class problem to have.” Investor’s response to a year of large realized capital gains
Read moreLike the monster under the bed, capital gains taxes loom large in investors’ minds. Many investors have a tendency to hold on to stocks with large embedded capital gains…
10 Years After the Bottom… Another “New Normal” or Regression to the Mean?
Read moreWe recently passed the 10 – year anniversary of March 9, 2009, when the S&P 500 Index reached its panic-driven 666 intra-day low. What an extraordinary ten years since…
MONTAG Viewpoints – First Quarter 2019
Read moreMONTAG Viewpoints Q1 2019 Click here for our website disclosure.
March Madness – What a bracket can teach us about probability
Read moreIt’s that time of year again in college basketball, where hundreds of hours are dedicated to the filling out of NCAA tournament brackets, pouring over teams, match-ups, records, and…
Know What You Own and Why You Own It
Read moreNo offense to Ned Davis, but Mike Tyson has the better investment quote and it will be relevant for generations. The fourth quarter of 2018 tested many an…
