Through September 30th, the returns for the various indices are as follows: As the market returns did weaken for the quarter, the major indices are still on the positive side for the year. In general, stock investors weren’t happy with … Read More

  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

  “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

Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q2 2023

Let’s begin by noting the 2023 second quarter market numbers, as of the quarter’s close of June 30th.      An especially revealing statistic was the FANG+ index (Facebook, Apple, Netflix, Google, and other tech/growth bellwethers) which was up over 70% … Read More

  MONTAG has always been a family business, a fact that is core to its identity.  Moreover, it’s a competitive advantage, as brothers John and Ned Montag make clear in this brief interview.  As the firm’s current leadership, having taken … Read More

As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself.  A lot … Read More

Let’s begin by noting the 2023 first quarter’s market numbers, as of the quarter’s close of March 31st:     Equity Investors — A Focus on Earnings Growth The stock market displayed resilience in the first quarter of 2023 even … Read More