By Randy Loving, CFA 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 … 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 Larry Mendel, Vice President of Sales Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth.   These clients have worked … 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

By Jane Morrow, Compliance Administrator   As we’re in the throes of shopping, traveling, and making all the plans that come along with the holiday season, here at MONTAG, we thought it would be a good opportunity to share some … Read More

By Jackson Keenan, CFP®, Director of Financial Planning Parents saving for their children’s college tuition and expenses becomes increasingly essential as college costs continue to rise. At MONTAG, our clients are high-income earners, which makes their funding options unique. In … Read More

By JACKSON KEENAN, CFP® While most Americans’ tax deadline will be Monday, April 15, 2024, at MONTAG, I recommend that our high-net-worth clients consider Sunday, December 31, 2023, as their deadline. In today’s blog, I will discuss tax planning strategies … Read More

by KENT SHAW, CFA There has been lots of chirping in the financial press in recent weeks about positive investor sentiment in the market being an indicator of bad things ahead. Let’s take a look at this idea with some … Read More

  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