MONTAG Viewpoints – Fourth Quarter, 2021
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q4 2021
New Year’s Resolution: Keep Hackers Away
This New Year’s, make a practical resolution to be vigilant about protecting yourself and your information online. Hackers are getting smarter and smarter, but by taking a few, practical cybersecurity measures, you may be able to outsmart even the most … Read More
Contrast MONTAG with a LARGE FINANCIAL INSTITUTION – Turnover of Staff
Our “A Minute With MONTAG” series introduces the second in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Turnover of Staff: TAKEAWAY: With MONTAG, turnover is generational.
Sweet Surprise Pecan Pie Recipe
On this “Thanksgiving Eve,” MONTAG takes a minute to share an old family recipe for delicious Pecan Pie… We wish you all a joyous Thanksgiving with family and friends! Click here for our website disclosure.
YEAR END GIFTING
It’s getting to be ‘that time’ again… With the changing color of the leaves, we know the year 2021 is soon to be winding down. Many MONTAG clients express their charitable intent around year end. Our custodians, Schwab and Fidelity, … Read More
Lemonade Stand
“A Minute With MONTAG” considers the lighter side of today’s world… Man holding cup in hand, to woman – both standing in front of a Lemonade Stand with two eager kids in view – “It’s free, but … Read More
Contrast MONTAG with a LARGE FINANCIAL INSTITUTION – Leadership & Management
Our “A Minute With MONTAG” series introduces the first of a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this first one considers Leadership & Management: TAKEAWAY: You get to know us, … Read More
MONTAG Viewpoints – Third Quarter, 2021
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q3 2021