July 27th, 2017
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 […]
Read more > July 13th, 2017
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 […]
Read more > April 26th, 2017
March 31, 2017 “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett Virtually all domestic equity markets in the first quarter of the year reflected continued economic optimism that resulted post the contentious 2016 Presidential election. Small business and consumer confidence, […]
Read more > February 16th, 2017
On February 8, 2017, Robert D. Rosenthal, CEO and Chief Investment Officer, Ralph F. Palleschi, President and COO, and Philip W. Malakoff, SVP, Wealth Management, shared with clients and business partners First Long Island Investors’ 2017 market outlook during a web seminar. They covered the firm’s expectations for 2017 and how we are positioning client […]
Read more > January 17th, 2017
“Change is the law of life. And those who look only to the past or present are certain to miss the future.” – John F. Kennedy Change typically is not necessarily accepted well in the short term by financial markets. However, the unexpected (for most) election of President-elect Donald J. Trump and the control of […]
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