Blog

By Ned Montag, CEO In the short run, the stock market is very much a fad and fashion business, where the news of the day determines which stocks will be chased higher.  All investment styles or methods, no matter how … Read More

By Jackson Keenan, CFP®, Director of Financial Planning Parents saving for their children’s college tuition and expenses becomes increasingly essential as college costs continue to rise. At MONTAG, our clients are high-income earners, which makes their funding options unique. In … Read More

by Chris Guinther, Senior Investment Strategist Through 6/30/24, returns for the various indices are as follows: Q2 is in the books, and it was a good one for investors in stocks and bonds. Better than that, the forecast for more … Read More

  Ned Montag: MONTAG has been a family business for a long time. Since the founding, my dad has worked for his father since 1960. Then, he hired John and I in the mid-90s and founded this business in 1982. … Read More

  Ned Montag: Over the years we have come to recognize there are several things that people are looking for when they look for a portfolio manager or investment manager. There are probably three, four, or five qualities in that … Read More

by Chris Guinther, Senior Investment Strategist Through 3/31/24, returns for the various indices are as follows:   Good news, inflation slowed through the first quarter of 2024, and with that, the Federal Reserve shouldn’t need to keep raising interest rates.  In … Read More

By Ned Montag, CEO Have you ever considered buying a stock but decided to pass, only to watch it torment you by rocketing higher without you aboard?  It happens to professional investors all the time as they analyze dozens of … Read More

By Jackson Keenan, CFP® Spring (and pollen) is in the air, and many of us will start our spring cleaning. The “urge to purge” might be strongest with our financial documents – taxes, statements, paid medical bills, etc. – but … Read More

By Randy Loving, CFA Many people define investment risk as: How much of this money can I lose if things go wrong? But as one steps back and looks at the totality of investments – “portfolio” – risk can be … Read More

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