By Christine R. Quillian, CFA, CFP®, Senior Wealth Manager The second quarter of 2026 produced the strongest S&P 500 gain since 2020, up 14.9% after a 4.3% first-quarter decline. What began with geopolitical stress, oil volatility, and tariff uncertainty ended … Read More
By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: Change the Beneficiary You can switch the 529 to another eligible family member which could be siblings, cousins, even yourself. Use for Grad School or Future Education Funds can be … Read More
By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: 529 Education Savings Plans offer tax-deferred growth and flexibility for a wide range of qualified education expenses which can be ideal for high-income families. State tax deductions or credits may apply, even … Read More
By Brendan Wagner, Senior Wealth Manager Stock market returns in Q1 2026 were remarkably similar to the year-ago returns of Q1 2025. In both quarters, large growth fell and large value rose. In subsequent months last year, large growth stocks … Read More
By Ray Palacios, MAcc CISSP®, CFE, Director of Compliance Key Takeaways: Cybersecurity is now part of personal financial health. Just as you focus on physical and mental well-being, protecting your digital life is essential to safeguarding your assets in 2026 Scams … Read More
By Larry Mendel, Director of Sales Key Takeaways: Start the conversation about family wealth sooner rather than later. Many parents avoid discussing wealth with their children, but wealth and estate details will ultimately come out. Early conversations help prepare heirs … Read More
By Helen M. Donahue, CFA, Senior Wealth Manager Following strong gains in 2023 and 2024, U.S. equity markets enjoyed another year of double-digit returns in 2025. The S&P 500 gained 17.9% and small-cap stocks as measured by the Russell 2000 … Read More
Atlanta, Georgia – MONTAG Wealth Management is pleased to announce that Hong-Tsun Simon, CFA, and Beverly W. Kelly have joined the firm, bringing with them many longstanding client relationships. Their arrival further strengthens MONTAG’s ability to deliver highly personalized investment … Read More
By Jackson Keenan, CFP® , APMA™, Director of Financial Planning End-of-Year Tax Planning For most Americans, the tax filing deadline for 2025 is Wednesday, April 16, 2026. However, for high-net-worth individuals, effective tax planning beg ins much earlier. Consider December 31, … Read More
By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: RMDs Pushed Out The age to begin Required Minimum Distributions increases to 73 now and 75 starting in 2033, allowing retirees more time for tax-deferred growth. Lower Penalties for Missed … Read More