Author archive

As the end of the year approaches, there are a lot of key action items for our clients to…

Access to all forms of financial markets has exploded in the 21st century. Investors now have more choices in...

MONTAG Viewpoints Q3 2019 Click here for our website disclosure.

MONTAG portfolio manager Tom Frisbie, CFA, manages an equity selection process that involves, in part, determining whether a potential stock...

For the third time, our household is home to a 15-year-old driver. My wife, less patient and more worried,…

By MONTAG STAFF We learned this summer that Barbara MacInnes, our longtime friend and colleague, will be retiring from...

HOW TO PRESERVE YOUR EXEMPTION AND AVOID FILING A GIFT TAX RETURN USING SIMPLE GIFTING PRINCIPLES By Hayley Hall,...

By MONTAG STAFF As summer is in full swing and college grads are coming to grips with working for...

MONTAG Viewpoints Q2 2019 Click here for our website disclosure.

A. Montag and Associates (d/b/a “MONTAG Wealth Management”) is pleased to announce it has once again been named to...