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

By Christine R. Quillian, CFA, CFP®, Helen M. Donahue, CFA, and Chris Guinther 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 … Read More

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 to quickly spot that this wasn’t … 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

When spending time with your family and friends, you may find yourself reflecting on how you and your loved ones support each other. As you do, you should think about who in your life you could designate as a trusted … Read More

Clients with LLCs, partnerships, or any entity that has filed with the Secretary of State may be required to file a form with the Financial Crimes Enforcement Network of the US Department of the Treasury by the end of 2024. … 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 Q3 2024 Newsletter

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 2024 Newsletter

  Ned Montag: MONTAG has been a family business for a long time. Since the founding, my dad has worked for his father since 1960. Then, he hired John and I in the mid-90s and founded this business in 1982. … Read More

  Ned Montag: Over the years we have come to recognize there are several things that people are looking for when they look for a portfolio manager or investment manager. There are probably three, four, or five qualities in that … Read More