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 have worked … Read More

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

As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself.  A lot … Read More

by Ned Montag, CEO The stock of Zoom Video rises from $70 in early 2020, to above $500 by October, drops to $350 in January of 2021, drops again to $150 a year later, only to fall to $70 by … Read More

Let’s begin by noting the 2023 first quarter’s market numbers, as of the quarter’s close of March 31st:     Equity Investors — A Focus on Earnings Growth The stock market displayed resilience in the first quarter of 2023 even … Read More

Beginning with Co-founders Tony and Jackie Montag, this brief video highlights the families, people, and success enjoyed by MONTAG Wealth over the past 40 years.  While the business has evolved and changed over the decades, the basics — “the human … Read More

by: Benjamin Harris, CFA, Portfolio Manager   Last year, US stocks had their worst calendar year return since the Great Recession year of 2008 and the 7th worst year in the last 97 years. This follows 2021, when U.S. stocks … Read More

by: John Montag, President & Chief Investment Officer   When I joined the firm back in 1995, cash provided a 5% yield. Think about that for one moment: if you did nothing except let cash sit in your portfolio, you … Read More

by Ned Montag, CEO   The year 2022 was extremely difficult for investors, and all the major stock and bond market averages posted double-digit price declines.  In the case of stocks, almost all the name-brand averages were down about 20%.  … Read More

Let’s begin by noting the 2022 fourth quarter’s market numbers, and those for the year in full, as of December 31:     As these numbers make plain, 2022 saw poor performance in most sectors with the exception of energy and … Read More