Ned Montag: MONTAG has been a family business for a long time. Since the founding, my dad has worked for his father since 1960. Then, he hired John and I in the mid-90s and founded this business in 1982. … Read More
Ned Montag: Over the years we have come to recognize there are several things that people are looking for when they look for a portfolio manager or investment manager. There are probably three, four, or five qualities in that … 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
By Jackson Keenan, CFP® Spring (and pollen) is in the air, and many of us will start our spring cleaning. The “urge to purge” might be strongest with our financial documents – taxes, statements, paid medical bills, etc. – but … Read More
By Randy Loving, CFA Many people define investment risk as: How much of this money can I lose if things go wrong? But as one steps back and looks at the totality of investments – “portfolio” – risk can be … 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 superior … Read More
By Brendan Wagner, Portfolio Manager The last four years may have felt like a roller coaster, but they also remind us that while average market returns may be in the high single digits, any 12-month period can look dramatically different … 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 have worked … Read More
By: MONTAG Wealth Portfolio managers use bonds to earn income for clients while offering a level of stability in asset value. Stocks, otherwise known as equities, are invested in businesses to grow with the economy, and as a result, … Read More