Following strong gains in 2023 and 2024, U.S. equity markets enjoyed another year of double-digit returns in 2025. The S&P 500 gained 17.9% and small-cap stocks as measured by the Russell 2000 Index also rose double digits, up 12.8%. These … Read More

Atlanta, Georgia – MONTAG Wealth Management is pleased to announce that Hong-Tsun Simon, CFA, and Beverly W. Kelly have joined the firm, bringing with them many longstanding client relationships. Their arrival further strengthens MONTAG’s ability to deliver highly personalized investment … Read More

By JACKSON KEENAN, CFP®  In a recent blog, I explored charitable giving strategies and how they impact your taxes. For this installment, I would like to review two large tax changes coming in 2026. A quick reminder of the 2025 … Read More