THE CHASE – MOMENTUM INVESTING IN 2023
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
MARKET OBSERVATIONS Q2 2023
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 market displayed resilience in the first quarter of 2023 even … Read More
MONTAG Wealth Celebrates 40 Years
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
Silicon Valley Bank and its Impact on the Banking Sector
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
Bank Failure News of March 2023
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
Where Could the U.S. Stock Market Go From Here?
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
Strategic vs. Tactical Asset Allocation in Wealth Management
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
Dividends, Stock Returns, and Inflation in 2023
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
Potential Factors Impacting the 2023 Stock Market – Let’s Get Real
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
MONTAG Wealth Management Announces Move to Cobb County
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