Our Blog
Investment Management vs Portfolio Management
By Randy Loving, CFA Many people define investment risk as: How much of this money can I lose if things go wrong? But as one steps back and looks at the totality of investments – “portfolio” – risk can be … Read More
The Importance of Having a Diversified Portfolio
By Helen Donahue, CFA, Portfolio Manager In the investment world, a diversified portfolio is one of the central tenets for success, with asset allocation being one of the most important determinants of portfolio returns. While equities typically provide superior … Read More
Inflation is as American as Apple Pie: In the “War On It,” Be Careful What You Wish For
By Brendan Wagner, Portfolio Manager The last four years may have felt like a roller coaster, but they also remind us that while average market returns may be in the high single digits, any 12-month period can look dramatically different … Read More
Viewpoints Newsletter
MONTAG Wealth Viewpoints – Fourth Quarter, 2023
MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q4 2023 FINAL Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More
MONTAG Wealth Management Viewpoints – Third Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q3 2023 Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients … Read More
MONTAG Wealth Management Viewpoints – Second Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q2 2023 Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients … Read More
MONTAG in the News
Welcome to MONTAG
Hear a special welcome message from MONTAG CEO Ned Montag, and CIO, President, and Portfolio Manager John Montag.
The Evolution of MONTAG Wealth
As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself. A lot … Read More
MONTAG Wealth Management Announces Move to Cobb County
Atlanta Wealth Management Firm announces its relocation to Cobb County. Cobb County, GA (January 2023) – MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County … Read More
Frequently Asked Questions
From the types of clients we serve to the certifications we hold, get answers to your frequently asked questions about MONTAG.