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Someone else’s home

“A Minute With MONTAG” considers the lighter side of today’s world…       Woman to man, as they both sit in front of their notebook computers at the kitchen table – “Maybe you should work from someone else’s home.” … Read More

Transitions at MONTAG 2022

By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More

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

Face

“A Minute With MONTAG” considers the lighter side of today’s world…       Older man holding cocktail in hand, to younger man as they shake hands at a party – “Hey, it’s good to finally put a face to … Read More

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

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