RESOURCES

At MONTAG, our firm believes in the power of giving back to our community, and doing so in a meaningful way that makes our lives feel more enriched. 

BY KENT SHAW, CFA For most of us, it’s been a long time since we were in a math class...

As the end of the year approaches, there are a lot of key action items for our clients to consider, including tax preparation, charitable giving, required minimum distributions, and…

Recently, I took a day to go out to the park to contemplate my next assignment (which turned out to be this blog).  As I was thinking, I decided…

BY STACEY GODWIN, CHIEF COMPLIANCE OFFICER Looking out for our clients’ best interest and being good stewards of their assets...