Ned Montag: Over the years we have come to recognize there are several things that people are looking for when they look for a portfolio manager or investment manager. There are probably three, four, or five qualities in that … Read More
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
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 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
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
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
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q3 2023
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
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
“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