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

Have you ever been in a meeting like this?       Boss from the head of the meeting table, pointing to a woman as others look on:  “Yes!  That’s exactly what I was going to think.”    

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

Our firm’s latest take on markets, investing, current events and more.  Enjoy! MONTAG Viewpoints, Q1 2022

A little over a month ago, Russia invaded Ukraine; surely stocks are down and bonds are up since then, right?  Not quite.   The information provided is for illustration purposes only.  It is not, and should not be regarded as … Read More

It’s important to balance these days’ worrisome headlines with a little dose of humor…       Two dogs walking down a neighborhood sidewalk, one saying to the other – “It’s always ‘Sit,’ ‘Stay,’ ‘Heel’ — never ‘Think,’ ‘Innovate,’ ‘Be … Read More