Carlo

Leading Investors: 4th Quarter Newsletter

All that could have been said about this past year has already been said. We have perspective, most of it with the hope that common sense will prevail.

Click here for our newsletter.

Leading Investors: 3rd Q Newsletter

When we look back pre-2020, we’ll think of that period of time as pre-Coronavirus. Today all that is certain is the uncertainty that moves from one day to the next. However, we still find opportunities in uncertainty as we’ve done through the years. Click here.

Sept. 2020: The Capital Market Update

Encompassing a collection of plots and graphs, Thadd Welch, VP-Portfolio Manager, completed a presentation that provides a useful perspective on various metrics and indicators currently in use. His narrative highlights key details that are meant to inform and educate. Keep in mind that none of the content suggests an investment strategy.

The complete presentation can be found here.

FT300

Financial Times has announced this year’s roster and selected St. Germain Investment Management [dba October Mountain Financial Advisors with an office in Lee, Massachusetts] as one of 300 Top Financial Advisors in the USA. According to Financial Times, “this is an elite group of registered financial advisory firms who have met specific criteria from Financial Times. The roster is not a ranking, but a list based on assets under management [AUM] and credentials desired by investors.”
For the fifth consecutive year, St. Germain Investment Management/October Mountain Financial Advisors has been independently selected for this recognition.

For complete information regarding the 2020 FT300, please click here.

The Coronavirus: What you need to know.

For our statement regarding the ever-changing coronavirus, as well as the disease COVID-19, please click here

The first 3 months of 2020 has been nothing short of astounding.

Leading Investors, our corporate newsletter, can be found here.