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.


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.

Capital Market Update-Feb 2020

The Investment Policy Committee has placed into perspective the various events taking place here and around the world. Please click here for the Capital Market Update–February 2020

2019 4th Quarter Newsletter

It has been quite a year and for that matter, a decade as well .
To that end, the Investment Policy Committee has their observations and comments ready for your perusal.
This is our largest newsletter as it’s filled with other articles and comments we think you’ll find interesting and helpful.  Click here for the latest Leading Investors .

Capital Market Update Q2 2019

Half the year has already come to pass and in that time we’ve seen a hodge podge of volatility, trade war rhetoric, a Federal Reserve increase–the first since 2015–and continued expansion of the US economy. But for how long?

The most recent Capital Market Update can be found here. The Investment Policy Committee has provided a juxtaposed perspective suggesting caution as well as optimism for the global market at large.