What was the most significant story or information this past quarter? Well, it all depends on who you ask and there were a lot of topics to focus on. Get our perspective in our 3rd quarter newsletter. Click here.
Another 6-months to the calendar year. Where does the time go? With just 2 quarters left until the end of 2021, we’re all familiar with the challenges before us. You’ll find the 2nd Quarter newsletter, here.
With 2021 underway, we’re hoping the markets continue their resiliency in spite of the flux happening all around us. Click here for the 2021 1st 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.
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.
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.
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 2nd Quarter newsletter is now posted.
Coronavirus notwithstanding, not all news is terrible news.
Please click here.
