by Olga Lee, MONTAG Portfolio Manager   At MONTAG Wealth Management, an investment policy statement is the foundation for a portfolio manager to construct a customized portfolio. To begin an engagement, MONTAG Portfolio Managers have in-depth conversations to identify the … Read More

By John Montag, President, Chief Investment Officer, & Portfolio Manager Assume you habitually consume soda (in Atlanta this is likely a red can…) or another beverage of choice, picking up a six-pack weekly at the grocery market.  Historically you have … Read More

By Helen Donahue, Portfolio Manager   As we all know, the current landscape in the fixed income markets has drastically changed from the near zero-rate environment we have had for years.  With the goal of slowing growth and getting inflation … Read More

BY BRENDAN WAGNER, Portfolio Manager I was recently at Six Flags® with my six-year-old daughter.  She was over the moon excited to go on her first big rollercoaster.  We entered the park and headed for the Twisted Cyclone.  The ride … Read More