Our Blog
Q4 2025 Market Observations
Following strong gains in 2023 and 2024, U.S. equity markets enjoyed another year of double-digit returns in 2025. The S&P 500 gained 17.9% and small-cap stocks as measured by the Russell 2000 Index also rose double digits, up 12.8%. These … Read More
MONTAG Wealth Management Welcomes Hong-Tsun Simon, CFA, and Beverly W. Kelly
Atlanta, Georgia – MONTAG Wealth Management is pleased to announce that Hong-Tsun Simon, CFA, and Beverly W. Kelly have joined the firm, bringing with them many longstanding client relationships. Their arrival further strengthens MONTAG’s ability to deliver highly personalized investment … Read More
End-of-Year Tax Planning Strategies
By JACKSON KEENAN, CFP® End-of-Year Tax Planning For most Americans, the tax filing deadline for 2025 is Wednesday, April 16, 2026. However, for high-net-worth individuals, effective tax planning begins much earlier. Consider December 31, 2025, as your real deadline to … Read More
Viewpoints Newsletter
MONTAG Wealth Viewpoints – Second Quarter, 2025
MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q2 2025 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business … Read More
MONTAG Wealth Viewpoints – First Quarter, 2025
MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q1 2025 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More
MONTAG Wealth Viewpoints – Fourth Quarter, 2024
MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q4 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More
MONTAG in the News
MONTAG Wealth Management Welcomes Hong-Tsun Simon, CFA, and Beverly W. Kelly
Atlanta, Georgia – MONTAG Wealth Management is pleased to announce that Hong-Tsun Simon, CFA, and Beverly W. Kelly have joined the firm, bringing with them many longstanding client relationships. Their arrival further strengthens MONTAG’s ability to deliver highly personalized investment … Read More
MONTAG Senior Wealth Manager Benjamin Harris Retires
After a distinguished career spanning over a decade at MONTAG Wealth Management, Benjamin S. Harris, CFA, is retiring, leaving behind a legacy of unwavering dedication to his clients and a profound impact on the firm’s culture. Ben joined MONTAG in … Read More
Wealth Management is a Team Sport at MONTAG
At MONTAG, we believe wealth management requires coordination among a variety of professionals. We recognize our clients often have established relationships with accountants, attorneys, and other specialists. Rather than working in isolation, we actively collaborate with these professionals to provide … Read More