The Power of Us
Read moreBY KENT SHAW, CFA For this quarter, we have chosen what we hope will be an interesting topic for everyone:...
Market Commentary Second Quarter 2016
Read moreWe hope your summer is progressing nicely. Several quarters ago we began separating our letter into two sections, a brief...
Protecting Clients Against Cybersecurity Threats
Read moreBY STACEY GODWIN, Chief Compliance Officer Cybersecurity has become an increasingly important focus for not only advisory firms, but for...
MONTAG Named to 2016 FT 300 Top RIAs
Read moreA. Montag and Associates (d/b/a Montag) is pleased to announce it has been named to the Financial Times 300 Top...
What is “Cheap” and How Do You Know? Part 1
Read moreBY KENT SHAW, CFA INTRODUCTION The adage “buy low, sell high” is a simplification of how to build wealth in...
