An independent fee based only investment advisory firm with over 80 years combined investment experience established in 1993. We tailor personal portfolios composed of individual securities based on the unique needs and risk tolerance of each client for a customized experience. Utilizing a conservative investment philosophy we select financially stable companies with positive growth prospects that have demonstrated consistent earnings growth to achieve your objectives.
896 Main Street
Osterville, MA 02655
Quarterly Commentary from our Economist John Ladner (1st Quarter 2017)
Doing Our Part – National Tax Freedom Day was April 23. If you include annual federal borrowing (i.e., future taxes owed), it is May 7.
The Ultimate Flip-Flop? Is it possible our President, the consummate wheeler-dealer, has managed to mislead both parties? There has been a rumor of a Trojan horse sighting in Washington. Candidate Trump was able to methodically eliminate all of his Republican opponents because he didn’t act or sound as a typical politician. To achieve his goal of becoming President, Trump displayed a total disregard for Marquis of Queensbury rules. Most of his Republican opponents claimed he landed at least one low blow against them, and that approach succeeded in his contest with Hillary Clinton as well. So now that the dust has settled, what is the result? There is shouting on the left, bluster on the right and a growing unease among those in the middle, who actually decided the outcome of the Presidential election.Read More