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 […]
Read more > September 6th, 2011
We feel beaten up as investors. Fears of a double-dip recession, angst over the European debt crisis and the volatility from high frequency trading makes us queasy about equity investing. Fears of inflation make us worry about long term bond investments, and yields on short term bonds are pitiful to nonexistent. Real estate is still […]
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