Commentaries

Leading Investors: 2021 2nd Quarter Newsletter

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.

2021 1st Quarter Capital Market Update [CMU]

The first 3 months of 2021 have come to pass and we’re still optimistic going forward yet cautious when looking for those opportunities that work in your best interests. For the latest Capital Market Update, please 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.