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.
“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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“Maturity is the capacity to endure uncertainty”’ John Huston Finley Our January Investment Outlook suggested we could face “unusual uncertainty” stemming from the Trump Presidency as 2025 unfolded. This prediction appears to have been accurate. The situation is unusual because politicians rarely deliver on campaign promises, in our opinion. However, President Trump is actively pursuing […]
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President Trump has swiftly assembled his cabinet, implementing numerous policy changes. What lies ahead for investors in 2025? How will tariffs impact the economy? Which economic trends will shape the year? These are just some of the questions we hear from clients and business partners. In this web seminar we will break down the post-election […]
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