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MONTAG Wealth Celebrates 40 Years

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 Chris Guinther, Senior Investment Strategist & Portfolio Manager   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 … Read More