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 […]
Read more > November 1st, 2016
“Investing is the intersection of economics and psychology” Seth Klarman (famous investor) Despite significant uncertainty during the third quarter, most equity markets prospered while bond markets were mixed with corporates appreciating and municipals declining slightly. Commodities (gold and oil) were flat to slightly lower and residential real estate seemed to continue its upward trajectory […]
Read more > 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 […]
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