Resources

by: John Montag, President & Chief Investment Officer   When I joined the firm back in 1995, cash provided a 5% yield. Think about that for one moment: if you did nothing except let cash sit in your portfolio, you … Read More

by Ned Montag, CEO   The year 2022 was extremely difficult for investors, and all the major stock and bond market averages posted double-digit price declines.  In the case of stocks, almost all the name-brand averages were down about 20%.  … Read More

Atlanta Wealth Management Firm announces its relocation to Cobb County. Cobb County, GA (January 2023) – MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County … Read More

Our firm’s latest take on markets, investing, current events and more.  Enjoy! MONTAG Viewpoints, Q3 2022

Our firm’s latest take on markets, investing, current events and more.  Enjoy! MONTAG Viewpoints, Q2 2022

Our firm’s latest take on markets, investing, current events and more.  Enjoy! MONTAG Viewpoints, Q1 2022

Atlanta Wealth Management Firm announces its relocation to Cobb County. Cobb County, GA (January 2023) – MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County … Read More

Atlanta Wealth Management Firm recognizes its long, storied history and team contributions by celebrating four decades of empowering Southeast clients to gain confidence in and control over their present and future financial well-being.   Atlanta, GA (September 2022) – MONTAG, … Read More

By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More