January 30th, 2018
“Uncertainty will always be part of the taking charge process.” – Harold Geneen, American Businessman, Former President and Chief Executive of ITT Corporation 2017 was an excellent year for our clients. All of our traditional and defensive strategies made significant absolute gains. Our traditional and defensive equity based strategies averaged 22.7% and 19.1%, for the […]
Read more > January 16th, 2018
“Uncertainty will always be part of the taking charge process.” – Harold Geneen, American Businessman, Former President and Chief Executive of ITT Corporation How quickly 2017 came and went with many positive surprises for our clients (our numerous defensive and traditional equity strategies delivered estimated performance of more than 20% net for the year*). But […]
Read more > December 21st, 2017
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 […]
Read more > October 19th, 2017
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 […]
Read more > September 18th, 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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