Date: March 14, 2023 From: MONTAG Staff MONTAG staff worked through the weekend to determine possible fallout and client impact from the failure of Silicon Valley Bank (Ticker: SIVB). We want to share with clients and others what we consider … Read More
by: Benjamin Harris, CFA, Portfolio Manager Last year, US stocks had their worst calendar year return since the Great Recession year of 2008 and the 7th worst year in the last 97 years. This follows 2021, when U.S. stocks … Read More
by Olga Lee, MONTAG Portfolio Manager At MONTAG Wealth Management, an investment policy statement is the foundation for a portfolio manager to construct a customized portfolio. To begin an engagement, MONTAG Portfolio Managers have in-depth conversations to identify the … Read More
by: John Montag, President & Chief Investment Officer When I joined the firm back in 1995, cash provided a 5% yield. Think about that for one moment: if you did nothing except let cash sit in your portfolio, you … Read More
by Ned Montag, CEO The year 2022 was extremely difficult for investors, and all the major stock and bond market averages posted double-digit price declines. In the case of stocks, almost all the name-brand averages were down about 20%. … Read More
Atlanta Wealth Management Firm announces its relocation to Cobb County. Cobb County, GA (January 2023) – MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County … Read More
By Chris Guinther, Senior Investment Strategist & Portfolio Manager Let’s begin by noting the 2022 fourth quarter’s market numbers, and those for the year in full, as of December 31: As these numbers make plain, 2022 saw poor … Read More
By John Montag, President, Chief Investment Officer, & Portfolio Manager Assume you habitually consume soda (in Atlanta this is likely a red can…) or another beverage of choice, picking up a six-pack weekly at the grocery market. Historically you have … Read More
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