Home » Blog
A Difficult Stock Market So Far

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

Unpacking Recent Market Moves

BY BRENDAN WAGNER, Portfolio Manager The Russia-Ukraine situation is of course top of mind for humanitarian reasons, but in this note we also explore other reasons for market moves in the first two+ months of 2022. Market expectations of aggressive … Read More

Events in Ukraine

EDTIOR’S NOTE: MONTAG has followed the troubling events in Europe of recent weeks with concern. As an investment firm, it is MONTAG’s responsibility to focus on securities markets, prices, changes in valuation, and other factors during uncertain times. However, that’s … Read More

A Tribute to Marianne Shutzberg

Marianne Shutzberg has provided extraordinary contributions to MONTAG and will be sorely missed after her retirement. Joining MONTAG in 1982, she spent 38 years with MONTAG and first planned to retire in early 2020, but generously put off that plan … Read More

A Tribute to Mikell Jones

Mikell Jones has provided an invaluable partnership and friendship to our firm and our family since 1984. Mike joined our firm in mid-February that year as a portfolio manager with responsibilities for client service and research, a job he performed … Read More

New Year’s Resolution: Keep Hackers Away

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

1 2 3 4 15