Uncompromised

Uncompromising

Independent Financial Advice Since 1974

Lowell, Blake & Associates is an independent employee-owned investment firm built for discerning investors who value a candid, unbiased and customized experience.

At LBA we’re beholden to no one but our clients. We answer to no corporate parent. We rely on no Wall Street research and avoid all conflicts of interest. Our fees are clear and fair.

In short, because our only purpose is to guide clients to important financial goals, we never compromise our principles and won’t ask you to.

Our fees and policies are transparent.

Our recommendations are based solely on unbiased in-house research. We sell no financial products. We answer only to our clients, not to sales quotas set by a corporate parent.

Clearly transparent

Every aspect of our business is an open book – from fees to investment philosophy to fiduciary level of care.

Proudly conflict-free

We rely solely on in-house investment research to avoid all bias and conflicts of interest.

Stubbornly independent

With no corporate parent to please, we’re fully focused on meeting the high expectations of our clients.

LBA Monthly View | November 2020

– Notable: Vaccine trials, savings deposits trends, cranberry consumption, cost of turkey, soybean prices
– Company Highlights: Nestle, ConocoPhillips, PepsiCo, Apple, Unilever
– On Our Minds: A forgotten piece of vaccine history

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Reflections & Observations: The US Unemployment Rate

In this newsletter edition we cover the following:
– US Unemployment Rate: What the Headline Number Does Not Reveal
– Dividend Growth: Why it Matters
– The Interesting Thing About Low Interest Rates
– The Dow’s Recent Adjustments
– The Ever-Evolving Payment System
– Looking Ahead: Taxes and Estate Planning

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LBA Monthly View | September 2020

– Notable: Interest rates, online home searches, DIY dentistry, SARS-CoV-2 vaccine storage
– Company Highlights: Novartis, Nestle, Tyler technologies, Nvidia, Walmart and Microsoft
– On Our Minds: The More Things Change, the More They Stay the Same

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