Paul, Author at FLI Investors

First Long Island Investors Celebrates 30 Years of Providing Wealth Management Services to High-Net-Worth Families, Individuals, and Select Institutions

September 25th, 2013

JERICHO, NY – September 25, 2013 – First Long Island Investors (FLI), one of the first independent, employee-owned wealth management firms on Long Island, is celebrating its 30th anniversary in October. The firm has a venerable history since its beginnings in 1983 when FLI Chairman, CEO and Chief Investment Officer Robert D. Rosenthal and President […]

2nd Quarter 2013 Report to Investors

August 1st, 2013

“By three methods we may learn wisdom: First, by reflection, which is noblest; Second, by imitation, which is easiest; and third by experience, which is the bitterest.” Confucius Summary Review The second quarter was a modestly positive experience for several asset classes led by equities. This is a continuation of a very strong first quarter where equities surprised […]

Thought Leadership Series: “The Future of Healthcare” With Michael Dowling

June 5th, 2013

Michael Dowling, North Shore-LIJ Health System’s President and CEO, discussed with clients, colleagues and friends of First Long Island Investors the current state of healthcare in the United States, the ramifications of the Affordable Healthcare Act (what some call Obamacare) and the future of healthcare for hospitals, service providers and patients. Here are some of […]

First Long Island Investors’ Dividend Growth Strategy Ranked By PSN in Top One Percent Among 900+ Large-Cap Money Managers

May 16th, 2013

JERICHO, NY – First Long Island Investors, LLC (FLI), a wealth management firm based in Jericho, announced today that its Dividend Growth Strategy has been ranked in the top one percent of large-cap U.S. equity managers by PSN Enterprise, a division of Informa Investment Solutions, for both the three-year and two-year periods, ended March 31, […]

1st Quarter 2013 Report to Investors

April 30th, 2013

“Your ultimate success or failure will depend on your ability to ignore the worries of the world long enough to allow your investments to succeed.” Peter Lynch Summary Review The first quarter resulted in very substantial gains for domestic equity markets (S&P 500 +11%), treading water in bonds, and a slow but continuing recovery in […]