December 3rd, 2019
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), […]
Read more > October 28th, 2019
The third quarter ended on a higher note despite many uncertainties including the political maelstrom of potential impeachment of the President.
Read more > September 18th, 2019
So far 2019 has seen an up and down stock market which has led to many questions on the minds of investors including will the economy go into recession, the effects of trade wars/tariffs, interest rates, and so much more. On September 18, 2019 members of the First Long Island Investors Investment Committee held a […]
Read more > August 1st, 2019
June 30, 2019 “The conventional view serves to protect us from the painful job of thinking.” John Kenneth Galbraith The second quarter of 2019 followed two quarters of significant volatility. The decisive decline in equity markets during the fourth quarter of 2018 in our opinion was the result of a Fed misstep as well as […]
Read more > April 29th, 2019
March 31, 2019 “We always live in an uncertain world. What is certain is that the U.S. will go forward over time.” Warren Buffett Robust results were recorded in the first quarter by equity markets following a very difficult fourth quarter. (Our clients enjoyed meaningful gains in all of our equity strategies in the first […]
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