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 you could designate as a trusted … 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
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
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, the risk of some endogenous shock … 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
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
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 growth and economic stability has improved. … 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