By Jane Morrow, IACCP®, Compliance Manager It’s exhausting, isn’t it? Feeling like around every corner there is someone trying to separate you from your money. For example, I got the text below just the other day.  Luckily, I was able … Read More

By Ned Montag, CEO As we look back at the markets of 2024, there are some impressive trends to note. In 2022, markets closed down around 20%; in 2023, they closed up 24-25%. 2024 showed nearly identical results to 2023, … Read More

  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 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More