by Jackson Keenan, CFP® Many of MONTAG’s clients have too much income to benefit from saving into a Traditional IRA or Roth IRA. Luckily there are methods available to save, reduce your taxes, and plan for medical expenses all … Read More
by Ned Montag, CEO Mark Twain has many great quotes. Among them is: “There are lies, damn lies, and statistics.” Twain knew that mathematically accurate numbers could give false impressions, either on their own or by a clever soul … Read More
“I decided to start MONTAG to lengthen my life,” remembers founder Tony Montag. His dream was to make it through the difficult first three years of any new business. The History of MONTAG Wealth Management in Atlanta With the … Read More
by Chris Guinther – Senior Investment Strategist & Portfolio Manager Let’s begin by noting the 2023 second quarter market numbers, as of the quarter’s close of June 30th. An especially revealing statistic was the FANG+ index (Facebook, Apple, … Read More
by CHRISTINE R. QUILLIAN, CFA, CFP®, MONTAG Portfolio Manager Whether you manage investments on your own or on behalf of others, deciding what to buy or sell, much less when or how much, can be a daunting task. Just … Read More
MONTAG has always been a family business, a fact that is core to its identity. Moreover, it’s a competitive advantage, as brothers John and Ned Montag make clear in this brief interview. As the firm’s current leadership, having taken … Read More
by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More
by Olga Lee, CFA, Portfolio Manager The 2023 stock market started strong with most equity markets up as investors cheered that the end to the Fed tightening cycle was in sight. January and February were up across most indices. However, … Read More
As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself. A lot … Read More
by Ned Montag, CEO The stock of Zoom Video rises from $70 in early 2020, to above $500 by October, drops to $350 in January of 2021, drops again to $150 a year later, only to fall to $70 by … Read More