Our Blog
Spring Cleaning: How Long Should I Keep Financial Documents?
By Jackson Keenan, CFP® Spring (and pollen) is in the air, and many of us will start our spring cleaning. The “urge to purge” might be strongest with our financial documents – taxes, statements, paid medical bills, etc. – but … Read More
Investment Management vs Portfolio Management
By Randy Loving, CFA Many people define investment risk as: How much of this money can I lose if things go wrong? But as one steps back and looks at the totality of investments – “portfolio” – risk can be … Read More
The Importance of Having a Diversified Portfolio
By Helen Donahue, CFA, Portfolio Manager In the investment world, a diversified portfolio is one of the central tenets for success, with asset allocation being one of the most important determinants of portfolio returns. While equities typically provide superior … Read More
Viewpoints Newsletter
MONTAG Wealth Viewpoints – Fourth Quarter, 2023
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 2023 FINAL Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More
MONTAG Wealth Management Viewpoints – Third Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q3 2023 Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients … Read More
MONTAG Wealth Management Viewpoints – Second Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q2 2023 Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients … Read More
MONTAG in the News
Discover the MONTAG Difference | Atlanta Wealth Management
Hear from several members of the firm’s leadership and Portfolio Managers as they discuss the ways MONTAG Atlanta wealth management does business “old school” — prioritizing relationships and building customized investment portfolios.
Welcome to MONTAG
Hear a special welcome message from MONTAG CEO Ned Montag, and CIO, President, and Portfolio Manager John Montag.
Transitioning Leadership In A Family Business
What began as a husband-and-wife team grew larger over the first 15 years. Tony and Jackie Montag began to realize they could use more help, on the investment side, marketing initiatives, and general day-to-day management. It was around that … Read More
Frequently Asked Questions
From the types of clients we serve to the certifications we hold, get answers to your frequently asked questions about MONTAG.