January 30th, 2012
“The economy depends about as much on economists as the weather does on weather forecasters.” Jean Paul Kauffmann Investment Perspective The fourth quarter of 2011 saw equity markets significantly rebound from the sharp downturn experienced in the third quarter. The entire year was a troubling and difficult one for investors as volatility from economic, geopolitical, and natural […]
Read more > January 24th, 2012
Dear (Client): We wanted to take this opportunity to thank you for investing in our Dividend Growth strategy. You probably have noticed that we had a very good year in 2011 by appreciating 12.0% net of all fees and expenses. (This compares favorably to the S&P 500 which advanced 2.1%.) We appreciate your confidence in […]
Read more > January 5th, 2012
2012: Many Challenges But Opportunity as Well The new year has come upon us and we must force ourselves to deal with the uncertainty as well as the opportunities that confront us as investors. Our job at FLI is to present the reality that we see coupled with the paramount responsibility of helping you protect […]
Read more > November 1st, 2011
Our recent Thought Leadership series featured veteran New York Times business reporter and Pulitzer Prize-winning writer, Gretchen Morgenson. Gretchen’s book, Reckless Endangerment: How Outsized Ambition, Greed, and Corruption Led to Economic Armageddon, continues to be at the top of Amazon’s worldwide bestseller list, and recently was named one of the “Best Books of 2011” by […]
Read more > November 1st, 2011
“Making money doesn’t oblige people to forfeit their honor or their conscience.” Baron Guy de Rothschild (renowned banking magnate) Investment Perspective The third quarter was very difficult with many factors contributing to both uncertainty and fear. The result was a significant downturn in equity markets (S&P 500 -13.9%), and a flight to safety in both […]
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