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
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 Privacy, Flexibility & Choices: TAKEAWAY: Large institutions are PRODUCT-oriented; MONTAG … Read More
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q4 2021
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
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.
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.
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
“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
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