Date: March 14, 2023 From: MONTAG Staff MONTAG staff worked through the weekend to determine possible fallout and client impact from the failure of Silicon Valley Bank (Ticker: SIVB). We want to share with clients and others what we consider … Read More
Atlanta Wealth Management Firm announces its relocation to Cobb County. Cobb County, GA (January 2023) – MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County … Read More
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q4 2022
Atlanta Wealth Management Firm recognizes its long, storied history and team contributions by celebrating four decades of empowering Southeast clients to gain confidence in and control over their present and future financial well-being. Atlanta, GA (September 2022) – MONTAG, … Read More
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q3 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q2 2022
Our “A Minute With MONTAG” series introduces the final in our suite of six comparisons we call “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers the roles of Research and Analysis: TAKEAWAY: Independent, unconflicted … Read More
Celebrated New Yorker Magazine Editor and cartoonist Bob Mankoff employs some Shakespearean humor… “Hamlet’s Duplex” – Second floor hallway, 2 apartment doors visible, one marked “2B” and the other “Not 2B”
Our “A Minute With MONTAG” series introduces the next in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers the roles of Advisor and Custodian: TAKEAWAY: Best of both … Read More