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

Back in 1945, when our grandfather Louis Montag founded Atlanta’s first investment advisory firm, Louis Montag Investment Counsel, he was new to the field and the field was new in the South. That’s all changed. What hasn’t changed is the … Read More

We are pleased to announce the recent arrival of  Kent Shaw, CFA, as the newest members of our investment management team.  Kent brings a wealth of securities analysis and portfolio management experience to MONTAG, thus expanding our investment and client … Read More

U.S. STOCK AND BOND MARKETS During the second quarter of 2014, the major U.S. stock market indices climbed higher. The S&P 500, Dow Jones Industrial and NASDAQ Composite averages posted gains of 5.2%, 2.8% and 5.5%, respectively. Those indices have … Read More

Following stellar gains in 2013, the stock market experienced an unusual losing January before wobbling higher during February and March. During the quarter, the S&P 500 and NASDAQ Composite stock indices recorded gains of 1.8% and 0.8%, respectively. The Dow … Read More

Fourth Quarter 2013 simulated the first three quarters:  Washington remained dysfunctional and investors remained fretful concerning interest rates, but the stock market rose anyway.  During the quarter, the S&P 500, Dow Jones Industrials and NASDAQ Composite gained 10.5%, 10.2% and … Read More