Basic Plan
Summarize your net worth, cash flow, insurance, and estate documents for clarity and organization.
Major Purchases
Guidance on how major purchases or lifestyle changes can fit within your financial goals.
Liquidation Strategies
Navigating the nuances of employee/founder stock plans in a tax-efficient manner.
Retirement Planning
Projecting your retirement income and savings strategies.
Education Planning
Education cost projection and funding strategies.
Protection Planning
Analyze your coverage of life insurance, disability income, and long-term care to determine if you are under or over-insured.
Related Blogs
Silicon Valley Bank and its Impact on the Banking Sector
by Randy Loving, CFA, MONTAG Portfolio Manager Historically how the Fed impacts the banking industry The Federal Reserve started raising rates on March 17th of 2022. Historically, there is a one-year lag between a change in monetary policy and … Read More
Bank Failure News of March 2023
Date: March 14, 2023 From: MONTAG Staff MONTAG staff worked through the weekend to determine possible fallout and client impact from the failure of Silicon Valley Bank (Ticker: SIVB). We want to share with clients and others what we consider … Read More
Where Could the U.S. Stock Market Go From Here?
by: Benjamin Harris, CFA, Portfolio Manager Last year, US stocks had their worst calendar year return since the Great Recession year of 2008 and the 7th worst year in the last 97 years. This follows 2021, when U.S. stocks … Read More
