Investment Insights

2nd Quarter 2017 Report to Investors

July 27th, 2017

“The future has a way of arriving unannounced.”

-George Will, Journalist

We are pleased to report that our clients enjoyed another very successful quarter.  The majority of our investment strategies exceeded the performance of their respective benchmarks…

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Charitable Remainder Unitrusts – A Real Life Example of FLI Putting Our Own Advice into Action

July 13th, 2017

Bruce A. Siegel, Executive Vice President and General Counsel at First Long Island Investors, works with clients to develop strategies that enable their estates to be structured in ways that will meet their investment, philanthropic, and legacy goals.  He recently took his own advice in support of the Diabetes Research Institute Foundation.

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1st Quarter 2017 Report to Investors

April 26th, 2017

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”

– Warren Buffett

Virtually all domestic equity markets in the first quarter of the year reflected continued economic optimism that resulted post the contentious 2016 Presidential election…

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2017- A big change is coming, maybe! – Investment Outlook

January 17th, 2017

“Change is the law of life.  And those who look only to the past or present are certain to miss the future.” – John F. Kennedy

Change typically is not necessarily accepted well in the short term by financial markets.  However, the unexpected (for most) election of President-elect Donald J. Trump and the control of both houses by Republicans represents significant change from what had been expected by many to be a Presidential win for Hillary Clinton and the potential that the Senate would flip to Democrat control.  The unexpected, like Brexit, occurred and President-elect Trump will be accompanied by both a Republican House and Senate.  Initially, domestic financial markets responded well.

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3rd Quarter 2016 Report to Investors

November 1st, 2016

Despite significant uncertainty during the third quarter, most equity markets prospered while bond markets were mixed with corporates appreciating and municipals declining slightly.  Commodities (gold and oil) were flat to slightly lower and residential real estate seemed to continue its upward trajectory in many markets.  Yet investor uncertainty remains centered around what the Fed might do at the end of the year and beyond; who will win the election between two contentious and disliked Presidential candidates; will Italy (after Great Britain) be the next to leave the Eurozone (vote in December); can corporate earnings and the general domestic economy reaccelerate in the last months of the year; are we facing an imminent recession; and what is a prudent path for the long-term investor?

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