October 27th, 2020
September 30, 2020 “In the middle of every difficulty lies opportunity.” – Albert Einstein We as investors face a complex investment environment as we seek to preserve and grow our capital. We maintained our commitment to long-term investing and it proved especially prescient as for nearly all of our strategies we have not only recovered […]
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September 30th, 2020
2020 has been a very interesting year thus far across many fronts. The investment markets have been volatile as the domestic economy, as well as the global economy, adjusts to a new normal. The markets are doing well, but many investors are concerned it may not last. In a recent web seminar the FLI team reviewed the economic and […]
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May 26th, 2020
The COVID-19 pandemic has created many questions in the minds of investors. In a recent web seminar members of the FLI team shared some perspective on the health crisis, economic environment, our current investment approach, and a variety of wealth management considerations. A transcript of the session is also available.
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April 27th, 2020
March 31, 2020 “Do not judge me by my successes, judge me by how many times I fell down and got back up again.” Nelson Mandela The first quarter, following an excellent year in 2019, commenced with reasonably strong results consistent with what was a strong economy characterized by near record employment, low interest rates, […]
Read more > March 24th, 2020
Background We as a firm, had an excellent 2019 in absolute returns, making up for a downturn in the fourth quarter of 2018 caused by the premature Fed tightening and an evolving trade war with China. 2020 began with gains in the U.S. markets supported by the expectation of domestic growth fueled by almost record […]
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