Investment Insights

1st Quarter 2020 Report to Investors

April 27th, 2020

The first quarter commenced with reasonably good results for the domestic markets (following an excellent year in 2019) when “out of the blue” can the coronavirus leading to a global pandemic which has had profound medical and economic implications globally. Continue reading.

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Out of the Blue – COVID-19 Pandemic Perspective

March 24th, 2020

Reality interfered with our plans when “out of the blue,” a vicious virus emanated out of Wuhan, China in December 2019.

2020 Market Outlook Web Seminar

February 25th, 2020

In a recent web seminar members of the FLI Investment Committee reviewed the positive economic factors as well as the elements contributing to the wall of worry as we aim to make sense of the markets for our clients and position portfolios for long-term growth.

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4th Quarter 2019 Report to Investors

January 30th, 2020

The fourth quarter and 2019 overall rewarded long-term investors with a robust equity market as well as gains in fixed income. All of our equity-based defensive and traditional equity strategies gained between 20% and 37% for the year, on a net basis. Continue Reading

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2020 Investment Outlook

January 16th, 2020

“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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