At MONTAG Wealth Management, our strength has always come from the people who dedicate themselves to serving our clients and supporting one another. Today, we are proud to celebrate an extraordinary milestone and honor a truly special member of our … Read More

By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: 529 Education Savings Plans offer tax-deferred growth and flexibility for a wide range of qualified education expenses which can be ideal for high-income families. State tax deductions or credits may apply, even … Read More

By Brendan Wagner, Senior Wealth Manager Stock market returns in Q1 2026 were remarkably similar to the year-ago returns of Q1 2025. In both quarters, large growth fell and large value rose. In subsequent months last year, large growth stocks … Read More