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.
The first 3 months of 2020 has been nothing short of astounding.
Leading Investors, our corporate newsletter, can be found here.
For our statement regarding the ever-changing coronavirus, as well as the disease COVID-19, please click here
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
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 .
The Investment Policy Committee recently completed their summary of markets in this edition of Leading Investors.
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.