Resources

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

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

By Christine R. Quillian, CFA, CFP®, Helen M. Donahue, CFA, and Chris Guinther Investors, who had been banking on a broad-based economic boom, have found themselves consternated by a wall of tariff-ic uncertainty. President Trump’s “Liberation Day” tariffs announcement on … 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

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

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.

Hear a special welcome message from MONTAG CEO Ned Montag, and CIO, President, and Portfolio Manager John Montag.

  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