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
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
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
By: MONTAG Wealth Portfolio managers use bonds to earn income for clients while offering a level of stability in asset value. Stocks, otherwise known as equities, are invested in businesses to grow with the economy, and as a result, … Read More
by Chris Guinther, Senior Investment Strategist Let’s begin by noting the 2023 market numbers for Q4, as of the quarter’s close of December 31st: The equity markets finished the year off on a positive note and we think for … Read More
by Ned Montag, MONTAG Wealth CEO As 2024 opens, we are reminded that the work we do is all about remembering the basics and maintaining our composure in the face of uncertainty. The world seems to fuel itself on uncertainty … Read More
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
By Jane Morrow, Compliance Administrator As we’re in the throes of shopping, traveling, and making all the plans that come along with the holiday season, here at MONTAG, we thought it would be a good opportunity to share some … Read More
By Amy Carcione, CFA Fixed income investors have been on quite a roller coaster ride over the last two years as interest rates have catapulted at record pace. This type of unprecedented movement in the bond market has generated some … Read More
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