“Leading Investors,” the 2022 1st Quarter Newsletter

We’ve made it through the first 3 months of 2022. We suspect the next quarter will have its fair share of uncertainties, some familiar, others altogether different yet likely related to each other. In spite of the flux, we anticipate opportunities in all sizes and shapes. For now, peruse our newsletter and gain a perspective from the portfolio managers who deal with the good, the bad, the ugly and all things hopeful.
Click here for the newsletter.

2021 4th Q Newsletter, “Leading Investors”

The mountain of information that has poured over us this past year is unlike any other. In spite of challenges and constraints, here we are. And we’re all primed for the new year, one we believe can be better in any number of ways. Our last newsletter of 2021 has something for everyone. For the 4th Quarter issue of Leading Investors, 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.


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.