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

Investment Insights

2020 Market Outlook Web Seminar

The 2019 investment landscape produced strong returns across equities and fixed income against a backdrop of low interest rates, flat earnings growth, and a slower growing economy with record low unemployment, rising wages and a strong consumer. Will 2020 be more of the same or not and how should a long-term investor position his/her portfolio […]

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4th Quarter 2019 Report to Investors

December 31, 2019 Listen to the report. “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” Robert Kiyosaki (First, I would urge all of our clients and centers of influence to read our 2020 Investment Outlook which […]

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2020 Investment Outlook

2020—A New Year, A New Decade

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

-Robert Kiyosaki

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Making Sense of the Markets

The investment process at First Long Island Investors involves many elements including company specific research and analyses, extensive dialogue with our outside managers on companies, sectors, and the markets overall, interaction with economists, both independent and those affiliated with large organizations, as well as the investment professional networks of our team members.  Robert  (“Bob”) Rosenthal, […]

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Donor Advised Funds – A Simple, Flexible Solution that Supports Your Philanthropic Goals

Philanthropy is one of the many topics we often find ourselves discussing with clients, especially as the holidays draw near and people want to have a positive impact on the community while ensuring they do so in the most beneficial way. Charitable giving can be accomplished using cash, securities (appreciated securities are an excellent choice), […]

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