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

BY BRENDAN WAGNER, Portfolio Manager I was recently at Six Flags® with my six-year-old daughter.  She was over the moon excited to go on her first big rollercoaster.  We entered the park and headed for the Twisted Cyclone.  The ride … Read More

By OLGA LEE, CFA In light of the recent market volatility, we thought it would be worthwhile to remind investors that it is important to focus on the long-term when investing in the equity markets. No one likes to see … Read More

By LARRY MENDEL, VP of Sales I am often asked about what is a good vehicle to get young professional children or grandchildren started towards saving and learning about investing. I have young professional children of my own, so the … Read More

BY KENT SHAW, CFA Here’s an interesting topic for everyone: diversity and crowd sourcing. Diversity is a word often thrown about in terms of public policy and the need for representation from various ethnic and other groups in society. While … Read More

By Rebecca Godbey Cummings, Esq. EDITOR’S NOTE:  MONTAG originally posted this guest-contributed piece in January, 2019.  We believe the wisdom in Rebecca’s words is more relevant than ever as we approach our post-pandemic world. Have you seen the Netflix series … Read More

BY KENT SHAW, CFA Gold has been used as a unit of value and for commerce for centuries. Since the days of the rampant inflation in the 1970’s, whenever inflation is discussed, the idea of gold as an investment becomes … Read More