By Jane Morrow, IACCP®, Compliance Manager When spending time with your family and friends, you may find yourself reflecting on how you and your loved ones support each other. As you do, you should think about who in your life … Read More
By JACKSON KEENAN, CFP® Most Americans’ tax deadline will be Tuesday, April 15, 2025. I recommend that our high-net-worth clients consider Tuesday, December 31, 2024, as their tax deadline. In today’s blog, I will discuss tax advantage strategies that should … Read More
by Christine R. Quillian, CFA, CFP®, Portfolio Manager In an era dominated by algorithms, artificial intelligence, and automated trading, it might seem counter intuitive to emphasize the value of personal relationships in investment management. However, by fostering trust, empathy, communication … Read More
by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of giving, it is important to consider how giving can benefit both your principles and your taxes. Many of our clients utilize Donor-Advised Funds, but they look … Read More
Clients with LLCs, partnerships, or any entity that has filed with the Secretary of State may be required to file a form with the Financial Crimes Enforcement Network of the US Department of the Treasury by the end of 2024. … Read More
By Ned Montag, CEO In his 1996 State of the Union Address, President Bill Clinton declared that “the era of big government is over.” This drew loud applause. Clinton reached this policy shift after the Democrats suffered a massive mid-term … Read More
by Chris Guinther, Senior Investment Strategist Through 9/30/24, returns for the various indices are as follows: U.S. economic momentum has remained strong through 9/30/24, supported by resilient consumer spending. There are few excesses in the cyclical sectors of the economy, … Read More
By Jackson Keenan, CFP®, Director of Financial Planning Last month, I reviewed ways high-income earners can plan for education expenses. One of the preferred methods is a 529 Education Savings Plan. To recap, a 529 plan: Allows you to save … Read More
By Brendan Wagner, Portfolio Manager To begin, let’s start with some definitions: “Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a … Read More
By Larry Mendel, Vice President, Sales Having our office across from Truist Park, the home of the Atlanta Braves, is a constant reminder of America’s favorite past time. As baseball is often used as metaphor for life, at MONTAG, … Read More