Aa
Helping clients nationwide for over 40 years
Client Portal
Helping clients nationwide for over 40 years
Client Portal

Investment Insights

Placeholder

4th Quarter 2018 Report to Investors

December 31, 2018 “Patience can be bitter, but its fruit is sweet.”  -Aristotle The fourth quarter witnessed a significant downturn for equity markets as well as a decline in energy prices.  These downturns were in contrast to strong corporate earnings growth, estimated GDP growth of 2.7% and continued high demand for oil.  The equity market […]

Read more >
Placeholder

2019 Market Outlook

2019 and Beyond  “Patience can be bitter, but its fruit is sweet.”  – Aristotle As we focus on the outlook and issues confronting us as long-term investors, it is appropriate to first say thank you.  We at FLI have just celebrated our 35th anniversary in representing you, our clients, some of whom have been with […]

Read more >
Placeholder

Video: Maximizing Charitable Contributions

The Tax Cuts and Jobs Act of 2017 limited itemized deductions which impacts the deductibility of charitable contributions.  As part of a recent Family Wealth Roundtable discussion that FLI held for clients, we discussed ways that philanthropic clients can adjust how and when they make charitable contributions to reduce their Federal income taxes.

Read more >
Placeholder

3rd Quarter 2018 Report to Investors

“All investment returns are not created with equal risk.  Investors should recognize this, and evaluate each investment they make to determine the risk undertaken to achieve the gain they made.”  Robert D. Rosenthal, CEO and CIO of First Long Island Investors A strong economy characterized by accelerated corporate earnings growth as well as robust consumer […]

Read more >
Placeholder

Web Seminar: 2018 Market Update-Themes, Opportunities and Risks

On September 6, 2018, members of the First Long Island Investors Investment Committee held a web seminar where they shared with clients and business colleagues of First Long Island Investors our perspective on the key market drivers and things to watch for the future.  The event also covered our current approach to asset allocation for […]

Read more >