MONTAG Viewpoints Q3 2019

MONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock purchase represents a “good” business. Of course, whether a business is “good” or not is a subjective judgment, or, in other … Read More

People are often interested in learning more about MONTAG and the notion of “Private Wealth Management”:    

By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More

HOW TO PRESERVE YOUR EXEMPTION AND AVOID FILING A GIFT TAX RETURN USING SIMPLE GIFTING PRINCIPLES By Hayley Hall, Esquire          A client of mine recently asked for advice on a set of gifts he was planning … Read More

THE PIT (in your stomach) AND THE PENDULUM (of investment choices):  ARE COMPLEX INVESTMENT SOLUTIONS FOR YOU? By STEVE WHITTINGTON, CFA In the famous short story The Pit and the Pendulum, penned by perhaps the original “Gothic” author Edgar Allan … Read More

By MONTAG STAFF As summer is in full swing and college grads are coming to grips with working for a living during the summer months instead of going to the beach, not all of them will be savvy to the … Read More

MONTAG Viewpoints Q2 2019

A. Montag and Associates (d/b/a “MONTAG Wealth Management”) is pleased to announce it has once again been named to the Financial Times 300 Top Registered Investment Advisers, as of June 27, 2019. The list recognizes top independent RIA firms from … Read More

By Brad Capinas My career in the financial services industry has spanned four decades, most of it as an equity trader. As a trader, my primary responsibility was to provide liquidity to both retail and institutional accounts. I traded several … Read More