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Charitable Giving and Tax Planning

by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of charitable giving, it is important to match your desire for making a difference while also being thoughtful with your tax planning.  Many of our clients have … Read More

Revocable Trusts

Guest Blog By: Shelly Donaldson, VP of Business Development, Cumberland Trust We are now in the thick of the holiday season. A time when kids trick-or-treat and then families come together for Thanksgiving, Hanukkah, or Christmas. When most people think … Read More

Stock Pricing Cycles

By Ned MONTAG, CEO Many activities in the natural world are strongly influenced by cycles, primarily the 24-hour and 365-day intervals.  Pick a date well into the future, ask a naturalist to predict the behavior of the plants and animals … Read More

End-of-Year Tax Planning Strategies

By JACKSON KEENAN, CFP® While most Americans’ tax deadline will be Monday, April 15, 2024, at MONTAG, I recommend that our high-net-worth clients consider Sunday, December 31, 2023, as their deadline. In today’s blog, I will discuss tax planning strategies … Read More

Market Observations Q3, 2023

By CHRIS GUINTHER, SENIOR INVESTMENT STRATEGIST & PORTFOLIO MANAGER Through September 30th, the returns for the various indices are as follows: As the market returns did weaken for the quarter, the major indices are still on the positive side for … Read More

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