Events

1st Quarter 2022 Letter to Investors

April 26th, 2022

March 31, 2022 “The most important quality for an investor is temperament, not intellect.” -Warren Buffett All major indices were negative for the quarter (including bond indices), ending the string of seven quarters of consecutive gains and leaving investors facing a complex environment to navigate  Challenges, both economic and geopolitical, which were cited in our […]

Barron’s Advisor – The Big Q: Here’s How Advisors Are Tilting Portfolios Now

March 30th, 2022

Barron’s recently asked financial advisors, including Philip Malakoff of First Long Island Investors, how they are navigating 2022’s volatile first quarter. https://www.barrons.com/advisor/articles/stock-market-investing-portfolio-advisors-51648558976?mod=features_subpage

4th Quarter 2021 Letter to Investors

February 3rd, 2022

December 31, 2021 “There are two times in a man’s life when he should not speculate:  when he can’t afford it and when he can.”  -Mark Twain The fourth quarter and the year 2021 represented another year (and quarter) of growing wealth for our clients. All of our traditional and defensive strategies were positive in […]

Thought Leadership Series: Seismic Shifts in Retail

February 2nd, 2022

On Thursday December 9, 2021 First Long Island Investors held an online web seminar where Marshal Cohen, Chief Industry Advisor at The NPD Group, spoke about the seismic shifts in the retail industry.  Marshal spoke on a wide range of topics including:  which segments of the retail industry are doing well and which are lagging, […]

2022 Investment Outlook

January 20th, 2022

2022: Our Thoughtful View “There are two times in a man’s life when he should not speculate:  when he can’t afford it and when he can.”  -Mark Twain A Tale of Two (Plus) Decades As we look towards 2022 and beyond, it is worth discussing each of the past two plus decades of stock market […]