Resources

By Jackson Keenan, CFP®, Director of Financial Planning Top 5 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, … Read More

By JACKSON KEENAN, CFP® Key Takeaways Estate Planning Advantage: The estate and gift tax exemption has been permanently increased to $15M per individual, offering expanded opportunities for wealth transfer. Temporary Social Security Deduction: From 2025 to 2028, retirees with moderate … Read More

by Chris Guinther, Senior Investment Strategist & Wealth Manager   The second quarter was a period of extremes.  In early April, the equity markets briefly fell into bear market territory, having declined more than 20% from the highs on worries … Read More

  MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q2 2025 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More

  MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q1 2025 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More

  MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q4 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More

After a distinguished career spanning over a decade at MONTAG Wealth Management, Benjamin S. Harris, CFA, is retiring, leaving behind a legacy of unwavering dedication to his clients and a profound impact on the firm’s culture. Ben joined MONTAG in … Read More

At MONTAG, we believe wealth management requires coordination among a variety of professionals. We recognize our clients often have established relationships with accountants, attorneys, and other specialists. Rather than working in isolation, we actively collaborate with these professionals to provide … Read More

Hear from several members of the firm’s leadership and Portfolio Managers as they discuss the ways MONTAG Atlanta wealth management does business “old school” — prioritizing relationships and building customized investment portfolios.