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 Q1 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More

by Chris Guinther, Senior Investment Strategist Through 3/31/24, returns for the various indices are as follows:   Good news, inflation slowed through the first quarter of 2024, and with that, the Federal Reserve shouldn’t need to keep raising interest rates.  In … Read More

By Ned Montag, CEO Have you ever considered buying a stock but decided to pass, only to watch it torment you by rocketing higher without you aboard?  It happens to professional investors all the time as they analyze dozens of … Read More