Resources

By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: Change the Beneficiary You can switch the 529 to another eligible family member which could be siblings, cousins, even yourself. Use for Grad School or Future Education Funds can be … Read More

By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: 529 Education Savings Plans offer tax-deferred growth and flexibility for a wide range of qualified education expenses which can be ideal for high-income families. State tax deductions or credits may apply, even … Read More

By Brendan Wagner, Senior Wealth Manager Stock market returns in Q1 2026 were remarkably similar to the year-ago returns of Q1 2025. In both quarters, large growth fell and large value rose. In subsequent months last year, large growth stocks … 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 Q2 2025 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business … 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

At MONTAG Wealth Management, our strength has always come from the people who dedicate themselves to serving our clients and supporting one another. Today, we are proud to celebrate an extraordinary milestone and honor a truly special member of our … Read More

Atlanta, Georgia – MONTAG Wealth Management is pleased to announce that Hong-Tsun Simon, CFA, and Beverly W. Kelly have joined the firm, bringing with them many longstanding client relationships. Their arrival further strengthens MONTAG’s ability to deliver highly personalized investment … Read More

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