Our Blog
Dividends, Stock Returns, and Inflation in 2023
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
Potential Factors Impacting the 2023 Stock Market – Let’s Get Real
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
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
Viewpoints Newsletter
MONTAG Viewpoints – Third Quarter, 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q3 2022
MONTAG Viewpoints – Second Quarter, 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q2 2022
MONTAG Viewpoints – First Quarter, 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q1 2022
MONTAG in the News
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
MONTAG Celebrates 40 Years Building Wealth for Present and Future Generations
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
Transitions at MONTAG
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
Frequently Asked Questions
From the types of clients we serve to the certifications we hold, get answers to your frequently asked questions about MONTAG.