Our Blog
Charitable Giving and Tax Planning
by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of giving, it is important to consider how giving can benefit both your principles and your taxes. Many of our clients utilize Donor-Advised Funds, but they look … Read More
Corporate Transparency Act
Clients with LLCs, partnerships, or any entity that has filed with the Secretary of State may be required to file a form with the Financial Crimes Enforcement Network of the US Department of the Treasury by the end of 2024. … Read More
The Era Of Big Government
By Ned Montag, CEO In his 1996 State of the Union Address, President Bill Clinton declared that “the era of big government is over.” This drew loud applause. Clinton reached this policy shift after the Democrats suffered a massive mid-term … Read More
Viewpoints Newsletter
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 Wealth Viewpoints – Second 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 Q2 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly … Read More
MONTAG Wealth Viewpoints – First 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 Q1 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More
MONTAG in the News
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.
Welcome to MONTAG
Hear a special welcome message from MONTAG CEO Ned Montag, and CIO, President, and Portfolio Manager John Montag.
Transitioning Leadership In A Family Business
What began as a husband-and-wife team grew larger over the first 15 years. Tony and Jackie Montag began to realize they could use more help, on the investment side, marketing initiatives, and general day-to-day management. It was around that … Read More