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Advising clients nationwide for over 40 years
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Advising clients nationwide for over 40 years
Client Portal

Investment Insights

2nd Quarter 2021 Letter to Investors

June 30, 2021 “With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.” – Carlos Slim Helu We are pleased to report that the second quarter, and for that matter year-to-date, have been very good for investors, the domestic economy, […]

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1st Quarter 2021 Letter to Investors

March 31, 2021 “Investing money is the process of committing resources in a strategic way to accomplish a specific objective.” – Alan Gotthardt The first quarter’s stock market performance reflected optimism for recovery from the pandemic which in turn suggests hope for economic recovery.  The rollout in the U.S. of three vaccines with high efficacy […]

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First Long Island Investors 2021 Market Outlook: Where Do We Go From Here?

2020 was a most unusual year and the COVID-19 pandemic as well as a new administration taking office will have vast impacts on 2021 and beyond. On February 11th the First Long Island Investors team reviewed the economic and investment landscape with an eye towards the future in a web seminar.

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4th Quarter Letter to Investors

December 31, 2020 “Invest for the long haul.  Don’t get too greedy and don’t get too scared.”  -Shelby M.C. Davis We achieved strong performance in the fourth quarter and for the years 2019 and 2020.  Our thought piece, which was recently issued, described many of the factors that contributed to our performance.  These include substantially […]

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2021 Investment Outlook

2021: Our Thoughtful View – January 14, 2021 “Invest for the long haul.  Don’t get too greedy and don’t get too scared.”  -Shelby M.C. Davis 2019-2020 In assessing the future, one can learn from the immediate past.  2019 was a year of financial optimism fueled by improving earnings, in part due to ongoing benefits of […]

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