Our Blog
Highlights of the SECURE Act 2.0
by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More
Generational Wealth: When to Engage Your Children
By Larry Mendel, Vice President of Sales Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth. These clients … Read More
January-April 2023 Stock Market Review | MONTAG Wealth
by Olga Lee, CFA, Portfolio Manager The 2023 stock market started strong with most equity markets up as investors cheered that the end to the Fed tightening cycle was in sight. January and February were up across most indices. However, … Read More
Viewpoints Newsletter
MONTAG Viewpoints – First Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q1 2023 Author kwsm View all posts
MONTAG Viewpoints – Fourth Quarter, 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q4 2022 Author kwsm View all posts
MONTAG Viewpoints – Third Quarter, 2022
Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q3 2022 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
Highlights of the SECURE Act 2.0
by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … 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
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