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.
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Osterville, MA 02655
Quarterly Commentary from our Economist John Ladner (3rd Quarter 2020)
Dark Skies Loom – –- A hotly contested Presidential election will be completed in one week, yet unlike the historical norm the results may not be finalized for days or even weeks after election day. Indeed, there is a distinct possibility there will be legal challenges to the counting and validity of the unprecedented volume of mail-in and early ballots. To add to the tension surrounding the election, both campaigns have been disrupted by the country’s efforts to cope with the devastating effects of the Covid-19 virus. Although this has impeded the in-person appearances of both candidates, it has had a more detrimental impact on the President’s campaign because of his preference for large gatherings or rallies. He also suffered a setback when his campaign schedule was interrupted when he contracted the virus. On the other hand, the former Vice-President (V-P) Biden and his advisors have been able to maintain a low-key approach because polls have consistently shown him to have a lead approaching double-digits.Read More