Our Investment Insights deliver in-depth perspectives tailored for our clients seeking informed guidance. Each quarterly investment perspective covers global economic trends, geopolitical risks, and market opportunities in wealth management planning, all guided by our experienced investment team. These insights offer timely, actionable advice to help optimize wealth strategies in an ever-evolving financial landscape. FLI also holds semiannual webinars to discuss the latest market trends, providing clients with direct access to our team’s analysis and outlook.
“In investing, what is comfortable is rarely profitable.” Robert Arnott Reasonable gains were achieved across all of our strategies in the third quarter despite crosscurrents from tariffs, uncertainty about the number of Federal Reserve interest rate cuts, a weakening labor market, and continued geopolitical strife. Growing corporate earnings, modest increases in inflation, largely caused by […]
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“The first rule of compounding is to never interrupt it unnecessarily.” Charlie Munger Looking back at the first quarter, we endured a 4.3% decline in the S&P 500®, driven largely by a significant drop in the Magnificent Seven (which saw an average decline of 15.7% among the seven companies). Value stocks significantly outpaced growth shares. […]
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“Maturity is the capacity to endure uncertainty”’ John Huston Finley Our January Investment Outlook suggested we could face “unusual uncertainty” stemming from the Trump Presidency as 2025 unfolded. This prediction appears to have been accurate. The situation is unusual because politicians rarely deliver on campaign promises, in our opinion. However, President Trump is actively pursuing […]
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