MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q2 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly … Read More

by Chris Guinther, Senior Investment Strategist Through 6/30/24, returns for the various indices are as follows: Q2 is in the books, and it was a good one for investors in stocks and bonds. Better than that, the forecast for more … Read More

  Ned Montag: MONTAG has been a family business for a long time. Since the founding, my dad has worked for his father since 1960. Then, he hired John and I in the mid-90s and founded this business in 1982. … Read More