MONTAG Wealth Viewpoints – First Quarter, 2024
MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q1 2024 Newsletter
Understanding Your Bond Statement: When a Loss is Not a Loss
By: MONTAG Wealth Portfolio managers use bonds to earn income for clients while offering a level of stability in asset value. Stocks, otherwise known as equities, are invested in businesses to grow with the economy, and as a result, … Read More
MONTAG Wealth Viewpoints – Fourth Quarter, 2023
MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q4 2023 FINAL
Cybersecurity Reminders for the Holidays
As we’re in the throes of shopping, traveling, and making all the plans that come along with the holiday season, here at MONTAG, we thought it would be a good opportunity to share some quick tips and reminders for keeping … Read More
Revocable Trusts
Guest Blog By: Shelly Donaldson, VP of Business Development, Cumberland Trust We are now in the thick of the holiday season. A time when kids trick-or-treat and then families come together for Thanksgiving, Hanukkah, or Christmas. When most people think … Read More
MONTAG Wealth Management Viewpoints – Third Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q3 2023
Strategic Asset Allocation: The Big Picture
When thinking about investing, we often think about sector allocation, security selection, growth vs. value and such. But there is an important over-arching question that many believe to be the most determinant factor in ultimate results… that factor is … Read More
Transitioning Leadership In A Family Business
What began as a husband-and-wife team grew larger over the first 15 years. Tony and Jackie Montag began to realize they could use more help, on the investment side, marketing initiatives, and general day-to-day management. It was around that … Read More
The MONTAG Wealth Management Culture
“Culture” is a word that is heard often by those reflecting on MONTAG Wealth Management’s past 40 years. An academic definition of culture refers to “the set of behavioral and procedural norms that can be observed within a company.” … Read More
The History of MONTAG Wealth Management in Atlanta
“I decided to start MONTAG to lengthen my life,” remembers founder Tony Montag. His dream was to make it through the difficult first three years of any new business. The History of MONTAG Wealth Management in Atlanta With the … Read More