Special Notice from MONTAG: Year End Deadlines
Read moreAs the end of the year approaches, there are a lot of key action items for our clients to consider, including tax preparation, charitable giving, required minimum distributions, and…
Special FX… The Strong Dollar
Read moreRecently, I took a day to go out to the park to contemplate my next assignment (which turned out to be this blog). As I was thinking, I decided…
THROWBACK THURSDAY: What is a Trusted Contact, and should I have one?
Read moreBY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their assets...
The Continued Growth of App-Based Investing
Read moreAccess to all forms of financial markets has exploded in the 21st century. Investors now have more choices in investment...
MONTAG Viewpoints – Third Quarter 2019
Read moreMONTAG Viewpoints Q3 2019 Click here for our website disclosure.
