BY BRENDAN WAGNER, Portfolio Manager A day after Walmart’s weak earnings, Target’s results sent a shudder through the markets Wednesday 5/18, with the S&P500 off 4% and flirting with a bear market. Inflation headwinds have been discussed for months, but … Read More
MONTAG in the News
By MONTAG STAFF The new year brought one of our latest arrivals, Kayla Whitaker, who joins us from another local investment manager in the role of Portfolio Administrator. Her responsibilities include account openings, transfers, and distributions. Kayla brings our dedicated … Read More
Frequently Asked Questions
From the types of clients we serve to the certifications we hold, get answers to your frequently asked questions about MONTAG.