Investment Insights

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

December 3rd, 2019
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3rd Quarter 2019 Report to Investors

October 28th, 2019

The third quarter ended on a higher note despite many uncertainties including the political maelstrom of potential impeachment of the President. Continue Reading

2019 Market Update Web Seminar

September 18th, 2019

On September 18, 2019 members of the First Long Island Investors Investment Committee held a web seminar where they reviewed the positive economic factors as well as the elements contributing to the wall of worry, all with the goal of making sense of the markets.  They covered our approach to investing and how we are recommending that clients adjust their portfolios for long-term growth.

2nd Quarter 2019 Report to Investors

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.  Continue Reading


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1st Quarter 2019 Report to Investors

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 quarter.)  Continue Reading

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