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
BY MONTAG As this very interesting presidential election takes shape, we are getting a lot of questions about market/sector impact of specific candidates. I thought I’d outline the market pros and cons of each platform, with two caveats: (1) policy … Read More
We hope this letter finds you well. As we mentioned a few quarters ago, our quarterly letter is now separated into two sections, a brief overview of market returns and key news items, followed by a “Deeper Dive”, a more … Read More
A. Montag and Associates (d/b/a MONTAG Wealth Management) is pleased to announce it was named by Bloomberg Markets Magazine to its list of “Top 50 Registered Investment Advisers”. The list appeared in the magazine’s December, 2015 edition, which they called … Read More
As a continuing evolution of the quarterly letter we have separated our comments 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 we find … Read More