By Jackson Keenan, CFP®, Director of Financial Planning Parents saving for their children’s college tuition and expenses becomes increasingly essential as college costs continue to rise. At MONTAG, our clients are high-income earners, which makes their funding options unique. In … Read More

By Helen Donahue, CFA, Portfolio Manager   In the investment world, a diversified portfolio is one of the central tenets for success, with asset allocation being one of the most important determinants of portfolio returns.       While equities typically provide … Read More

By Ned MONTAG, CEO Many activities in the natural world are strongly influenced by cycles, primarily the 24-hour and 365-day intervals.  Pick a date well into the future, ask a naturalist to predict the behavior of the plants and animals … Read More