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

This letter includes two parts; one part, below, which is our standard review, and a second part, titled A Historical Review, following the conclusion of this letter, written for anyone with more appetite on the topic of stock market investing. … Read More

During the second quarter, the major U.S. stock market indices were mixed. The S&P 500 and Dow Jones Industrials declined 0.2% and 0.9% (excluding dividends), respectively, while the NASDAQ Composite gained 1.9% (excluding dividends). Interest rates rose sharply in apparent … Read More

During the first quarter, the major U.S. stock market indices had a mixed performance; the S&P 500 and NASDAQ Composite gained 1.0% and 3.5%, respectively while the Dow Jones Industrials lost 0.3%. Interest rates declined slightly as some weaker economic … Read More

During the fourth quarter, the major U.S. stock market indices continued their gradual, albeit irregular, ascent; the S&P 500, Dow Jones Industrials and NASDAQ Composite gained 4.9%, 5.2% and 5.8% respectively. During 2014, those indices recorded returns of 13.7%, 10.0% … Read More

BY MONTAG   The 2016 presidential race begins today. As we put mid-term elections in the rearview, we move quickly on to the new legislative landscape with all eyes on 2016. What can we expect for these next two years? … Read More

U.S. STOCK AND BOND MARKETS Despite worries about geopolitical events and future Federal Reserve policy, the major U.S. stock market indices have continued their slow ascent. During the third quarter, the S&P 500, Dow Jones Industrial and NASDAQ Composite indices … Read More