Private Wealth Management
People are often interested in learning more about MONTAG and the notion of “Private Wealth Management”:
Transitions at MONTAG 2019
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
Careful with Those Gifts – Simple Gifting Principles
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
Are Complex Investment Solutions Right For You?
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
Recent Grads: DO’s and DON’Ts About Your Money
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 Named to 2019 FT 300 Top RIAs
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
Uber Trading
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
The Fourth Tsunami (Part 2)
BY THOMAS FRISBIE, CFA In the last blog post, we introduced the idea that artificial intelligence (AI) might be the fourth big technology wave of the past 250 years, potentially disrupting the world economy in profound ways. AI has been … Read More
The Fourth Tsunami (Part 1)
BY THOMAS FRISBIE, CFA Chinese technologist Kai-Fu Lee sees a very big wave of change coming, “tsunami-sized”, that will engulf the world economy within the next two decades. Lee believes that this tsunami will lead to the alteration or elimination … Read More