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.

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

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.

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