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 best way to measure your investing success is not by whether you are beating the market, but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go!” – Benjamin Graham The markets rebounded strongly in the second quarter, bouncing back from […]
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The first quarter was marked by significant volatility, driven by a number of factors, which we foreshadowed in both January’s Annual Investment Outlook and a recent market update email. These historical and current factors, which, in our opinion, have negatively impacted equity, fixed-income, and real-estate markets for the short term, include the following: 1) Ongoing uncertainty […]
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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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