by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More

By Larry Mendel, Vice President of Sales   Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth.     These clients … Read More

by Olga Lee, CFA, Portfolio Manager The 2023 stock market started strong with most equity markets up as investors cheered that the end to the Fed tightening cycle was in sight. January and February were up across most indices.  However, … Read More