Tax Benefits of an Overfunded 529 Plan
By Jackson Keenan, CFP®, Director of Financial Planning Last month, I reviewed ways high-income earners can plan for education expenses. One of the preferred methods is a 529 Education Savings Plan. To recap, a 529 plan: Allows you to save … Read More
What Is the Difference Between Mutual Fund and Portfolio Management Services?
By Brendan Wagner, Portfolio Manager To begin, let’s start with some definitions: “Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a … Read More
Rounding the Bases
By Larry Mendel, Vice President, Sales Having our office across from Truist Park, the home of the Atlanta Braves, is a constant reminder of America’s favorite past time. As baseball is often used as metaphor for life, at MONTAG, … Read More