Throwback Thursday: Helpful Tips for Road Trips
Read moreBY KENT SHAW, CFA While we spend our professional time thinking about investments for your portfolios at MONTAG, portfolio managers...
The Fourth Tsunami (Part 2)
Read moreIn the last blog post, we introduced the idea that artificial intelligence (AI) might be the fourth big technology wave of the past 250 years, potentially disrupting the world…
The Fourth Tsunami (Part 1)
Read moreChinese technologist Kai-Fu Lee sees a very big wave of change coming, “tsunami-sized”, that will engulf the world economy within the next two decades. Lee believes that this tsunami…
Skyland Trail says “Thank You” for Holiday Giving
Read moreSkyland Trail, an Atlanta-based mental health treatment facility spread among 4 (soon to be 5) campuses, included a note about support they received from MONTAG in their 2018 Annual…
High-class problem: 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…
