Resources

By Hong-Tsun Simon, CFA, Senior Wealth Manager Above-average economic growth, low unemployment, record earnings, double-digit year-to-date gains in the stock markets. These are all celebratory events, but why has consumer confidence been weakening? The dour mood may possibly be caused … Read More

By Kayla Whitaker, CFP®, Paraplanner and Client Service Associate Established under the One Big Beautiful Bill Act, Trump Accounts are a new savings vehicle designed to help families invest in their children’s futures. These federally administered, tax-deferred accounts aim to … Read More

By John Montag, President, Chief Investment Officer & Senior Wealth Manager             Since 2022, the investment community has been dominated by the world of artificial intelligence. During this time, we have all learned a new vocabulary that includes … 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