Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q1 2023

Beginning with Co-founders Tony and Jackie Montag, this brief video highlights the families, people, and success enjoyed by MONTAG Wealth over the past 40 years.  While the business has evolved and changed over the decades, the basics — “the human … Read More

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

Let’s begin by noting the 2022 fourth quarter’s market numbers, and those for the year in full, as of December 31:     As these numbers make plain, 2022 saw poor performance in most sectors with the exception of energy and … Read More

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

It’s 2022, not 2020, and my opinion is the odds that stocks will do well have fallen significantly.  After two really strong economic years during the Covid period, the Federal Reserve has reversed course to undo problems they’ve caused by … Read More