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

MONTAG Viewpoints Q4 2018

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

By STEVE WHITTINGTON, CFA Last month, we ran a blog series on Artificial Intelligence, and its effect on several industries.  In the first installment of that series, we discussed Artificial Intelligence (AI) in the art world, with some questions of … Read More

As we approach the end of the year, the MONTAG Client Service Team has a few administrative reminders for clients: Required Minimum Distributions (RMDs)  Must be taken from your IRA accounts, including Inherited IRAs, before the end of the year. … Read More

By HALEY A. SCHWARTZ, ESQ. Your legacy is not just a collection of your possessions and assets that you leave to others when you die.   Your legacy is also, and arguably most importantly, the essence of how you live your … Read More

By STEVE WHITTINGTON, CFA During this series, we’ve mentioned several times that automation, robotics, and Artificial Intelligence (AI) are great disruptors for many industries.  While it can certainly be argued that efficiencies are realized with machines doing work, or thinking, … Read More

MONTAG Viewpoints Q3 2018