RESOURCES

BY MONTAG As this very interesting presidential election takes shape, we are getting a lot of questions about market/sector impact...

BY KENT SHAW, CFA There are many factors that affect stock market returns but it’s helpful to have a framework...

We hope this letter finds you well. As we mentioned a few quarters ago, our quarterly letter is now separated...

A. Montag and Associates (d/b/a MONTAG Wealth Management) is pleased to announce it was named by Bloomberg Markets Magazine to...

As a continuing evolution of the quarterly letter we have separated our comments into two sections, a brief overview of...