By Helen Donahue, Portfolio Manager As we all know, the current landscape in the fixed income markets has drastically changed from the near zero-rate environment we have had for years. With the goal of slowing growth and getting inflation … Read More
BY BRENDAN WAGNER, Portfolio Manager I was recently at Six Flags® with my six-year-old daughter. She was over the moon excited to go on her first big rollercoaster. We entered the park and headed for the Twisted Cyclone. The ride … Read More
Atlanta Wealth Management Firm recognizes its long, storied history and team contributions by celebrating four decades of empowering Southeast clients to gain confidence in and control over their present and future financial well-being. Atlanta, GA (September 2022) – MONTAG, … Read More
BY KENT SHAW, Portfolio Manager Volatility in the stock market and the often associated news stories that sound increasingly gloomy can be unnerving. Our aim is to reduce our clients’ need to consume such information so they can be freed … Read More
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q3 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q2 2022
CHRIS GUINTHER, Senior Equity Strategist and Portfolio Manager It’s 2022, not 2020, and my opinion is the odds that stocks will do well have fallen significantly. After two really strong economic years during the Covid period, the Federal Reserve has … Read More
BY BRENDAN WAGNER, Portfolio Manager A day after Walmart’s weak earnings, Target’s results sent a shudder through the markets Wednesday 5/18, with the S&P500 off 4% and flirting with a bear market. Inflation headwinds have been discussed for months, but … Read More
Our “A Minute With MONTAG” series introduces the final in our suite of six comparisons we call “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers the roles of Research and Analysis: TAKEAWAY: Independent, unconflicted … Read More
Have you ever been in a meeting like this? Boss from the head of the meeting table, pointing to a woman as others look on: “Yes! That’s exactly what I was going to think.”