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 Larry Mendel, Vice President 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 … Read More

When spending time with your family and friends, you may find yourself reflecting on how you and your loved ones support each other. As you do, you should think about who in your life you could designate as a trusted … Read More

by Christine R. Quillian, CFA, CFP®, Portfolio Manager  In an era dominated by algorithms, artificial intelligence, and automated trading, it might seem counter intuitive to emphasize the value of personal relationships in investment management. However, by fostering trust, empathy, communication … Read More

  Ned Montag: MONTAG has been a family business for a long time. Since the founding, my dad has worked for his father since 1960. Then, he hired John and I in the mid-90s and founded this business in 1982. … Read More

  Ned Montag: Over the years we have come to recognize there are several things that people are looking for when they look for a portfolio manager or investment manager. There are probably three, four, or five qualities in that … Read More

Many people define investment risk as: How much of this money can I lose if things go wrong? But as one steps back and looks at the totality of investments – “portfolio” – risk can be defined as not achieving … Read More

By Helen Donahue, CFA, Portfolio Manager In the investment world, a diversified portfolio is one of the central tenets for success, with asset allocation being one of the most important determinants of portfolio returns.       While equities typically provide superior … Read More

By: MONTAG Wealth   Portfolio managers use bonds to earn income for clients while offering a level of stability in asset value. Stocks, otherwise known as equities, are invested in businesses to grow with the economy, and as a result, … Read More

by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of charitable giving, it is important to match your desire for making a difference while also being thoughtful with your tax planning.  Many of our clients have … Read More