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 defined as not achieving … 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

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

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 good reason.  After roughly 2 years … 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

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 quick tips and reminders for keeping … 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