by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More
by Olga Lee, CFA, Portfolio Manager The 2023 stock market started strong with most equity markets up as investors cheered that the end to the Fed tightening cycle was in sight. January and February were up across most indices. However, … Read More
As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself. A lot … Read More
by Ned Montag, CEO The stock of Zoom Video rises from $70 in early 2020, to above $500 by October, drops to $350 in January of 2021, drops again to $150 a year later, only to fall to $70 by … Read More
By Chris Guinther, Senior Investment Strategist & Portfolio Manager Let’s begin by noting the 2023 first quarter’s market numbers, as of the quarter’s close of March 31st: Equity Investors — A Focus on Earnings Growth The stock … Read More
Beginning with Co-founders Tony and Jackie Montag, this brief video highlights the families, people, and success enjoyed by MONTAG Wealth over the past 40 years. While the business has evolved and changed over the decades, the basics — “the human … Read More
by Randy Loving, CFA, MONTAG Portfolio Manager Historically how the Fed impacts the banking industry The Federal Reserve started raising rates on March 17th of 2022. Historically, there is a one-year lag between a change in monetary policy and … Read More
Date: March 14, 2023 From: MONTAG Staff MONTAG staff worked through the weekend to determine possible fallout and client impact from the failure of Silicon Valley Bank (Ticker: SIVB). We want to share with clients and others what we consider … Read More
by: Benjamin Harris, CFA, Portfolio Manager Last year, US stocks had their worst calendar year return since the Great Recession year of 2008 and the 7th worst year in the last 97 years. This follows 2021, when U.S. stocks … Read More
by Olga Lee, MONTAG Portfolio Manager At MONTAG Wealth Management, an investment policy statement is the foundation for a portfolio manager to construct a customized portfolio. To begin an engagement, MONTAG Portfolio Managers have in-depth conversations to identify the … Read More