April 30th, 2012
“We must build dykes of courage to hold back the floods of fear.” Martin Luther King, Jr. Investment Perspective We had an excellent first quarter for our equity based strategies, both defensive and traditional with gains as high as 17% (net) for our best performing strategy. This was accomplished despite widespread investor fears that continued […]
Read more > January 30th, 2012
“The economy depends about as much on economists as the weather does on weather forecasters.” Jean Paul Kauffmann Investment Perspective The fourth quarter of 2011 saw equity markets significantly rebound from the sharp downturn experienced in the third quarter. The entire year was a troubling and difficult one for investors as volatility from economic, geopolitical, and natural […]
Read more > January 24th, 2012
Dear (Client): We wanted to take this opportunity to thank you for investing in our Dividend Growth strategy. You probably have noticed that we had a very good year in 2011 by appreciating 12.0% net of all fees and expenses. (This compares favorably to the S&P 500 which advanced 2.1%.) We appreciate your confidence in […]
Read more > January 5th, 2012
2012: Many Challenges But Opportunity as Well The new year has come upon us and we must force ourselves to deal with the uncertainty as well as the opportunities that confront us as investors. Our job at FLI is to present the reality that we see coupled with the paramount responsibility of helping you protect […]
Read more > November 1st, 2011
“Making money doesn’t oblige people to forfeit their honor or their conscience.” Baron Guy de Rothschild (renowned banking magnate) Investment Perspective The third quarter was very difficult with many factors contributing to both uncertainty and fear. The result was a significant downturn in equity markets (S&P 500 -13.9%), and a flight to safety in both […]
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