With the 2017 tax return year ended, MONTAG clients have begun to ask us “when do the 1099s come out?” A 1099 Form is an Internal Revenue Service (IRS) form that covers income received other than employer salary for the … Read More
A. Montag and Associates (d/b/a MONTAG) is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 22, 2017. The list recognizes top independent RIA firms from across the U.S. The … Read More
We are folding our sweaters and grabbing our allergy meds for the joyous pollen season (revenge of the flowers), also known as Spring. Our letter is presented in two sections, a brief overview of the markets and thoughts on a … Read More
Winter is here and the hot chocolate is flowing. We hope you enjoyed the holidays as much as we have at Montag. Our letter continues to be presented in two sections, a brief overview of market returns and key news … Read More
Fall is peeking around the corner at us and we look forward to trading in our sunscreen for mugs of hot chocolate. Some time ago we began separating our letter into two sections, a brief overview of market returns and … Read More
We hope your summer is progressing nicely. Several quarters ago we began separating our letter into two sections, a brief overview of market returns and key news items, followed by a “Deeper Dive”, a more detailed view regarding one theme … Read More
A. Montag and Associates (d/b/a Montag) is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S. This … Read More