By Chris Guinther, Senior Investment Strategist & Portfolio Manager Let’s begin by noting the 2023 first quarter’s market numbers, as of the quarter’s close of March 31st: Equity Investors — A Focus on Earnings Growth The stock … Read More
Beginning with Co-founders Tony and Jackie Montag, this brief video highlights the families, people, and success enjoyed by MONTAG Wealth over the past 40 years. While the business has evolved and changed over the decades, the basics — “the human … Read More
by Randy Loving, CFA, MONTAG Portfolio Manager Historically how the Fed impacts the banking industry The Federal Reserve started raising rates on March 17th of 2022. Historically, there is a one-year lag between a change in monetary policy and … Read More
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