October 11th, 2016
Ideas and Considerations for Passing Wealth to the Next Generation Before the IRS Makes a Change One of the biggest questions that our clients frequently ask us is “How can we pass on our family’s wealth to our children, and minimize the portion that is lost to estate and gift taxes?” At First Long Island Investors, […]
Read more > September 21st, 2016
On September 13, 2016, Robert D. Rosenthal, Edward C. Palleschi, and Brian Gamble shared our latest observations on the economy and the markets as well as provided insight on how we are positioning client portfolios for the rest of 2016 and beyond.
Read more > June 30th, 2016
“Fear keeps you from making as much money as you ought to.” Jesse Livermore, (aka the Great Bear on Wall Street) The second quarter ended with significant volatility (both down and up) after an even more volatile start to the first quarter. Various fears contributed to the volatility in both quarters. The most recent of […]
Read more > June 24th, 2016
Friday, June 24, 2016, 5pm: Yesterday, the people of Great Britain voted to exit the European Union. That historic vote has triggered a significant amount of global volatility in bond, currency, commodity, and equity markets. However, the declines were less steep in most domestic markets (the S&P 500 fell by 3.6% today). Thus far, the […]
Read more > March 31st, 2016
INVESTMENT PERSPECTIVE “Traders can cause short-term volatility. In the long run, markets must revert to a sensible price/earnings multiple.” Ben Stein (noted economist) The confluence of instant communications, high-frequency trading, algorithmic trading, and various index and exchange traded funds have all led to the potential for greater volatility. These factors coupled with the following economic […]
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