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 Q2 2025 Newsletter

The second quarter was a period of extremes.  In early April, the equity markets briefly fell into bear market territory, having declined more than 20% from the highs on worries about the “Liberation Day” tariff announcements and risk of inflation. … Read More

As a multigenerational family-owned business, it’s only natural that our family’s stories and quotes are often demonstrated in our firm and how we guide clients. Some of the values and perspectives our family has shared with us are timeless and … Read More

 Many of our clients have worked their entire lives to provide lasting security for their loved ones, today and in the future. Eventually, the time will come to pass that wealth on to the next generation. Working with several multigenerational … Read More

At MONTAG, we see your portfolio as more than just a collection of investments but a piece within a broader wealth management strategy that supports your real life. We believe well-informed financial planning helps bring clarity to your complete financial … Read More

After a distinguished career spanning over a decade at MONTAG Wealth Management, Benjamin S. Harris, CFA, is retiring, leaving behind a legacy of unwavering dedication to his clients and a profound impact on the firm’s culture. Ben joined MONTAG in … Read More

At MONTAG, we believe wealth management requires coordination among a variety of professionals. We recognize our clients often have established relationships with accountants, attorneys, and other specialists. Rather than working in isolation, we actively collaborate with these professionals to provide … 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 Q1 2025 Newsletter

U.S. equity indices declined slightly in the first quarter of 2025, pulled lower by the same mega-cap companies that led the market higher in 2023 and 2024. Investors rotated into large-cap value stocks, which were up about 2% for the … Read More

By Christine R. Quillian, CFA, CFP®, Helen M. Donahue, CFA Investors, who had been banking on a broad-based economic boom, have found themselves consternated by a wall of tariff-ic uncertainty. President Trump’s “Liberation Day” tariffs announcement on April 2, 2025, … Read More