Home » Resources » Blog
Generational Wealth: When to Engage Your Children

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

Q4 2023 Market Observations

by Chris Guinther, Senior Investment Strategist Let’s begin by noting the 2023 market numbers for Q4, as of the quarter’s close of December 31st:     The equity markets finished the year off on a  positive note and we think for … Read More

Charitable Giving and Tax Planning

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

Tax Benefits of an Overfunded 529 Plan

By Jackson Keenan, CFP®, Director of Financial Planning Last month, I reviewed ways high-income earners can plan for education expenses. One of the preferred methods is a 529 Education Savings Plan. To recap, a 529 plan: Allows you to save … Read More

1 2 3 4 18