By Larry Mendel, Vice President of Sales Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth.   These clients have worked … Read More

By LARRY MENDEL, VP of Sales I am often asked about what is a good vehicle to get young professional children or grandchildren started towards saving and learning about investing. I have young professional children of my own, so the … Read More

During these turbulent times, the stock markets, and the companies that comprise these markets, are facing turbulence and volatility. Some companies are faced with running their businesses in entirely new and unforeseen ways. As MONTAG takes a look at companies … Read More

By LARRY MENDEL — Vice President of Sales When is a discount really a discount?  What is it that you are actually paying for?  As we are firmly in the holiday shopping season, we are bombarded with the word “SALE” which … Read More