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 the short run, the market is a voting machine but in the long run, it is a weighing machine.” Benjamin Graham The third quarter ended with gains for the major indices and nearly all FLI strategies. During the quarter, investors faced moderately higher inflation, the Federal Reserve’s first rate increase in years, and continued […]
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“The best way to measure your investing success is not by whether you are beating the market, but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go!” – Benjamin Graham The markets rebounded strongly in the second quarter, bouncing back from […]
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The first quarter was marked by significant volatility, driven by a number of factors, which we foreshadowed in both January’s Annual Investment Outlook and a recent market update email. These historical and current factors, which, in our opinion, have negatively impacted equity, fixed-income, and real-estate markets for the short term, include the following: 1) Ongoing uncertainty […]
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