January 10th, 2019
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 > December 19th, 2018
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 > October 23rd, 2018
“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 > September 12th, 2018
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 > July 31st, 2018
“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.” Warren Buffett, Chairman and Chief Executive Officer, Berkshire Hathaway In our opinion, the second quarter was characterized by accelerating domestic economic growth while also reflecting angst over an aggressive trade posture taken by President Trump as […]
Read more >