Our Blog
The Importance of Having a Diversified Portfolio
By Helen Donahue, CFA, Portfolio Manager In the investment world, a diversified portfolio is one of the central tenets for success, with asset allocation being one of the most important determinants of portfolio returns. While equities typically provide superior … Read More
Inflation is as American as Apple Pie: In the “War On It,” Be Careful What You Wish For
By Brendan Wagner, Portfolio Manager The last four years may have felt like a roller coaster, but they also remind us that while average market returns may be in the high single digits, any 12-month period can look dramatically different … Read More
Generational Wealth: When to Engage Your Children
By Larry Mendel, Vice President of Sales Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth. These clients have worked … Read More
Viewpoints Newsletter
MONTAG Wealth Viewpoints – Fourth Quarter, 2023
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 2023 FINAL Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More
MONTAG Wealth Management Viewpoints – Third Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q3 2023 Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients … Read More
MONTAG Wealth Management Viewpoints – Second Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q2 2023 Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients … Read More
MONTAG in the News
Highlights of the SECURE Act 2.0
by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More
Silicon Valley Bank and its Impact on the Banking Sector
by Randy Loving, CFA, MONTAG Portfolio Manager Historically how the Fed impacts the banking industry The Federal Reserve started raising rates on March 17th of 2022. Historically, there is a one-year lag between a change in monetary policy and … Read More
MONTAG Wealth Management Announces Move to Cobb County
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
Frequently Asked Questions
From the types of clients we serve to the certifications we hold, get answers to your frequently asked questions about MONTAG.