Our Blog
Wealth Management is a Team Sport at MONTAG
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
Understanding Probability Can Help Improve Your Decisions
For most of us, it’s been a long time since we were in a math class and, if we ever learned anything about probability, we likely forgot it all once the final exam was turned in. In an age of … Read More
Q1 2025 Market Overview
by Chris Guinther, Senior Investment Strategist & Wealth Manager U.S. equity indices declined slightly in the first quarter of 2025, pulled lower by the same mega-cap companies that led the market higher in 2023 and 2024. Investors rotated into large-cap … Read More
Viewpoints Newsletter
MONTAG Wealth Viewpoints – First Quarter, 2025
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 Viewpoints – Fourth Quarter, 2024
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
MONTAG Wealth Viewpoints – Third Quarter, 2024
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 Q3 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly … Read More
MONTAG in the News
MONTAG Senior Wealth Manager Benjamin Harris Retires
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
Wealth Management is a Team Sport at MONTAG
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
Discover the MONTAG Difference | Atlanta Wealth Management
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.