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

Investment Insights

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How Does the Tax Reform Bill Apply To You?

Insights from the Chief Financial Officer of First Long Island Investors, LLC, Stephen J. Juchem, CPA Yesterday, December 20, 2017, Congress passed sweeping tax reform and the President is expected to sign it into law shortly.  You may be wondering how this will affect you and the amount of tax that you will pay.  Are […]

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3rd Quarter 2017 Report to Investors

September 30, 2017 “If you can remember that stocks aren’t pieces of paper that gyrate all the time – they are fractional interests in businesses – it all makes sense.”  Seth Klarman The third quarter proved to be a very successful one for our clients with all of our traditional and defensive strategies recording meaningful […]

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Web Seminar: Market Update – September 2017

On September 7, 2017, Robert D. Rosenthal, CEO and Chief Investment Officer, Edward C. Palleschi, SVP, Wealth Management, and Brian Gamble, VP, Wealth Management, shared with clients and business colleagues of First Long Island Investors our perspective on the current market and economic indicators during a web seminar. They discussed trends to watch and how […]

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2nd Quarter 2017 Report to Investors

June 30, 2017 “The future has a way of arriving unannounced.” -George Will, Journalist We are pleased to report that our clients enjoyed another very successful quarter.  The majority of our investment strategies exceeded the performance of their respective benchmarks.  This is particularly gratifying as our bias is to less risk and higher quality.  That […]

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Charitable Remainder Unitrusts – A Real Life Example of FLI Putting Our Own Advice into Action

Bruce A. Siegel, Executive Vice President and General Counsel at First Long Island Investors, works with clients to develop strategies that enable their estates to be structured in ways that will meet their investment, philanthropic, and legacy goals.  He recently took his own advice in support of the Diabetes Research Institute Foundation.  Bruce and his […]

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