Skyland Trail, an Atlanta-based mental health treatment facility spread among 4 (soon to be 5) campuses, included a note about support they received from MONTAG in their 2018 Annual Report. The report is titled “Moving Forward on the Path to … Read More
By STEVE WHITTINGTON, CFA It’s that time of year again in college basketball, where hundreds of hours are dedicated to the filling out of NCAA tournament brackets, pouring over teams, match-ups, records, and trying to predict an outcome for the … Read More
BY THOMAS FRISBIE, CFA So far in 2019, as it has been for decades, the daily fortunes of politicians and financial markets seem to swing upon the latest report on GDP (gross domestic product; basically, our economy’s growth). When the … Read More
By Rebecca Godbey Cummings, Esq. Have you seen the new Netflix series starring Marie Kondo, author of the best-selling book, The Life Changing Magic of Tidying Up? Her book and her new show preach tidying as a way to have … Read More
We all talk about it and think it’s a good idea and then we make the same New Year’s Resolution again next year. This year is a good opportunity to capture the information which helps prepare your family with the … Read More
By STEVE WHITTINGTON, CFA As we go through the holiday season, the end of the calendar year serves as a nice point of inflection for what we’ve accomplished over the last twelve months. At MONTAG, we think about the seasons … Read More
MONTAG’s own Client Relations Manager, Jackie Montag, is featured in the “Donor Spotlight” by The Howard School. The Atlanta, Georgia K-12 private school publishes “Insights”, a semi-annual magazine for alumni, students, families, donors, and other members of its community. In … Read More
As we mentioned in our last quarterly newsletter, Viewpoints, we are committed to keeping abreast of any changes that our custodians notify us about as we approach the end of the calendar year. This year is no different, as Schwab … Read More