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Equity Outlook

CHRIS GUINTHER, Senior Equity Strategist and Portfolio Manager It’s 2022, not 2020, and my opinion is the odds that stocks will do well have fallen significantly.  After two really strong economic years during the Covid period, the Federal Reserve has … Read More

Viewpoints Newsletter


MONTAG in the News


Transitions at MONTAG

By MONTAG STAFF MONTAG continues to expand and broaden its important human capital component, and we welcome two new team members to our staff in connection with that effort. The new year brought our newest employee, Penny Rolle, who joins … Read More

Transitions at MONTAG – 2021 Arrivals

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.