When thinking about investing, we often think about sector allocation, security selection, growth vs. value and such. But there is an important over-arching question that many believe to be the most determinant factor in ultimate results… that factor is … Read More
by CHRISTINE R. QUILLIAN, CFA, CFP® Finance 101 teaches us that higher interest rates (borrowing costs) should result in lower stock prices. Loftier yields are viewed as a double headwind for stocks: first, higher financing costs hurt earnings by … Read More
What began as a husband-and-wife team grew larger over the first 15 years. Tony and Jackie Montag began to realize they could use more help, on the investment side, marketing initiatives, and general day-to-day management. It was around that … Read More
“Culture” is a word that is heard often by those reflecting on MONTAG Wealth Management’s past 40 years. An academic definition of culture refers to “the set of behavioral and procedural norms that can be observed within a company.” … Read More
by Jackson Keenan, CFP® Many of MONTAG’s clients have too much income to benefit from saving into a Traditional IRA or Roth IRA. Luckily there are methods available to save, reduce your taxes, and plan for medical expenses all … Read More
by Ned Montag, CEO Mark Twain has many great quotes. Among them is: “There are lies, damn lies, and statistics.” Twain knew that mathematically accurate numbers could give false impressions, either on their own or by a clever soul … Read More
“I decided to start MONTAG to lengthen my life,” remembers founder Tony Montag. His dream was to make it through the difficult first three years of any new business. The History of MONTAG Wealth Management in Atlanta With the … Read More
by Chris Guinther – Senior Investment Strategist & Portfolio Manager Let’s begin by noting the 2023 second quarter market numbers, as of the quarter’s close of June 30th. An especially revealing statistic was the FANG+ index (Facebook, Apple, … Read More
by CHRISTINE R. QUILLIAN, CFA, CFP®, MONTAG Portfolio Manager Whether you manage investments on your own or on behalf of others, deciding what to buy or sell, much less when or how much, can be a daunting task. Just … Read More
MONTAG has always been a family business, a fact that is core to its identity. Moreover, it’s a competitive advantage, as brothers John and Ned Montag make clear in this brief interview. As the firm’s current leadership, having taken … Read More