Our Investment Insights deliver in-depth perspectives tailored for our clients seeking informed guidance. Each quarterly investment perspective covers global economic trends, geopolitical risks, and market opportunities in wealth management planning, all guided by our experienced investment team. These insights offer timely, actionable advice to help optimize wealth strategies in an ever-evolving financial landscape. FLI also holds semiannual webinars to discuss the latest market trends, providing clients with direct access to our team’s analysis and outlook.
Colliding economic policies. Positive equity returns in 2025. More to come? “The individual investor should act consistently as an investor and not as a speculator. This means … that he should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting […]
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“In investing, what is comfortable is rarely profitable.” Robert Arnott Reasonable gains were achieved across all of our strategies in the third quarter despite crosscurrents from tariffs, uncertainty about the number of Federal Reserve interest rate cuts, a weakening labor market, and continued geopolitical strife. Growing corporate earnings, modest increases in inflation, largely caused by […]
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“The first rule of compounding is to never interrupt it unnecessarily.” Charlie Munger Looking back at the first quarter, we endured a 4.3% decline in the S&P 500®, driven largely by a significant drop in the Magnificent Seven (which saw an average decline of 15.7% among the seven companies). Value stocks significantly outpaced growth shares. […]
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