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 quick tips and reminders for keeping … 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

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

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 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

AMY CARCIONE, CFA Since the start of 2022, we have witnessed a significant surge in municipal bond yields. This spike in yields has lured investors looking for tax-exempt income back into the municipal market. Most recently, an average 10-year municipal … Read More

This New Year’s, make a practical resolution to be vigilant about protecting yourself and your information online. Hackers are getting smarter and smarter, but by taking a few, practical cybersecurity measures, you may be able to outsmart even the most … Read More