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
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
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
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