Q4 2023 Market Observations
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
WHICH FACTORS IMPACT LONG-TERM STOCK MARKET RETURNS?
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
Charitable Giving and Tax Planning
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
Cybersecurity Reminders for the Holidays
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
Enhance Your Fixed Income Portfolio with a Bond Ladder
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
Revocable Trusts
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
Stock Pricing Cycles
By Ned MONTAG, CEO Many activities in the natural world are strongly influenced by cycles, primarily the 24-hour and 365-day intervals. Pick a date well into the future, ask a naturalist to predict the behavior of the plants and animals … Read More
End-of-Year Tax Planning Strategies
By JACKSON KEENAN, CFP® While most Americans’ tax deadline will be Monday, April 15, 2024, at MONTAG, I recommend that our high-net-worth clients consider Sunday, December 31, 2023, as their deadline. In today’s blog, I will discuss tax planning strategies … Read More
Market Observations Q3, 2023
Through September 30th, the returns for the various indices are as follows: As the market returns did weaken for the quarter, the major indices are still on the positive side for the year. In general, stock investors weren’t happy with … Read More
Market Outlook: Is Positive Investor Sentiment Actually A Bad Sign?
by KENT SHAW, CFA There has been lots of chirping in the financial press in recent weeks about positive investor sentiment in the market being an indicator of bad things ahead. Let’s take a look at this idea with some … Read More