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Osterville, MA 02655
508-428-1645
800-499-1645
508-428-4421 fax
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Asset Allocation Strategies

CAPITAL PRESERVATION
CASH 10%
BONDS 80%
STOCKS 10%
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The primary focus is to maintain principal and generate income. There is little emphasis on growth. Income is derived from fixed income securities and perhaps income oriented stocks. The types of fixed income securities will vary depending upon tax considerations of the account. Account values will exhibit minimal fluctuation.

 

BALANCE & GROWTH
CASH 10%
BONDS 50%
STOCKS 40%
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The emphasis is on income with reasonable equity exposure to keep ahead of inflation and provide modest growth of principal over time. Stocks of large-cap companies would dominate the account, but other stocks will be considered if appropriate. Moderate price fluctuation is likely.

 

GROWTH
CASH 10%
BONDS 20%
STOCKS 70%
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The primary focus is to grow the portfolio with a blend of equities in large, mid, and small capitalized domestic companies with some international market exposure. Income is not a high consideration although bonds could comprise a portion of the account. This objective is the riskiest and fluctuations are likely to mirror that of the overall market.
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Welcome to Lenk Ladner Investment Solutions

An independent fee based only investment advisory firm with over 100 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.

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896 Main Street
Osterville, MA 02655
508-428-1645
508-428-4421
 

Quarterly Commentary from Lenk Ladner Investment Solutions (4th Quarter 2022)

Recent economic statistics have continued to indicate an economy confronting diminished growth prospects and persistently high inflation. When President Biden took office in January of 2020, the annual Consumer Price Index (CPI) - inflation was 1.4 percent; now, for September, the rate is 8.2 percent. Not only is the Federal Reserve (Fed) having to address its own missteps, it must also address the inflationary pressures stemming from two years of excessive federal government spending. The Fed’s primary error was to maintain an “easy money” policy, which was initiated to reinvigorate the economy after the COVID- induced economic slump. By allowing interest rates to remain artificially low for a protracted period, their policies distorted economic incentives resulting in unsupportable rises in the stock and real estate markets.Read More

2022 Market Commentary

  • 1st Quarter
  • 4th Quarter

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