Our friends at Fidelity were kind enough to share the schedule below, which details the dates that various tax forms will be mailed in regard to 2019 income tax…
Happy New Year! And with the New Year, comes change. While the slogan “new year, new you” is often a popular one to use for self-motivation as the New…
MONTAG Viewpoints, Q4, 2019 Click here for our website disclosure.
Can we capture international exposure with domestic equities, and if so SHOULD we? With 75% of global economic activity occurring outside the US, some investors consider it irresponsible…
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.
Get in touch
First Name*Last Name*Subject*Select Your InterestIndividuals and FamiliesFoundations and EndowmentsEmail*
PhoneThis field is for validation purposes and should be left unchanged.
We are an Atlanta wealth management firm dedicated to protecting and growing your capital. Connect with one of our investment professionals.