March 31st, 2024
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis The first quarter resulted in strong absolute returns for our defensive and traditional equity strategies. Most strategies have exceeded their respective benchmarks year-to-date. This follows a significant bounce back in 2023 in the wake of a very […]
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February 22nd, 2024
Equity markets rebounded in 2023 while the bond market produced modestly positive results. What does 2024 hold in store for investors? What investment themes will be important going forward? What economic trends will matter in 2024? These are just some of the questions we hear from clients and business partners. In this web seminar we share our […]
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January 19th, 2024
2024 and Beyond “The big money is not in the buying and selling, but in the waiting.” – Charlie Munger 2023 turned out to be a very strong bounce back year for our clients with significant gains made across all equity-related strategies. Charlie Munger’s philosophy of “waiting,” shared by FLI, was key to this past […]
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October 24th, 2023
Equity markets have rebounded in 2023 while the bond market has declined slightly so far this year. What does the balance of 2023 and 2024 hold in store for investors? How will elevated interest rates impact the economy and the equity markets? Will the Fed raise interest rates one more time in 2023 or 2024? When will the […]
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September 30th, 2023
September 30, 2023 “If there’s one thing that’s certain in business, it’s uncertainty.” – Stephen Covey, Author, Educator and Businessperson The third quarter ended with many of our strategies flat to somewhat down for the quarter despite a good start in July, which was washed away by seasonally poor September performance (September was a very […]
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