January 19th, 2021
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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November 2nd, 2020
On October 27, 2020, just one week before the 2020 general election, First Long Island Investors hosted an online event for clients and friends of the firm. Although the format was different from our typical Leadership Breakfast Events, it was wonderful to connect with clients and gain some insights into the election. Daniel Clifton is […]
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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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