Many of our clients have worked their entire lives to provide lasting security for their loved ones, today and in the future. Eventually, the time will come to pass that wealth on to the next generation. Working with several multigenerational … Read More
Through 9/30/24, returns for the various indices are as follows: U.S. economic momentum has remained strong through 9/30/24, supported by resilient consumer spending. There are few excesses in the cyclical sectors of the economy, the risk of some endogenous shock … Read More
Through 6/30/24, returns for the various indices are as follows: Q2 is in the books, and it was a good one for investors in stocks and bonds. Better than that, the forecast for more growth and economic stability has improved. … 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
Through 3/31/24, returns for the various indices are as follows: Good news, inflation slowed through the first quarter of 2024, and with that, the Federal Reserve shouldn’t need to keep raising interest rates. In fact, the consensus view for 2024 … Read More