October 25th, 2021
September 30, 2021 “Quiet people have the loudest minds.” – Stephen Hawking After five consecutive quarters of robust performance for equities in general (domestic consistently outperformed international and growth stocks led most of the way), the third quarter ended with near flat performance (S&P 500 +0.6%) after giving up 4.7% in the month of […]
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October 27th, 2020
September 30, 2020 “In the middle of every difficulty lies opportunity.” – Albert Einstein We as investors face a complex investment environment as we seek to preserve and grow our capital. We maintained our commitment to long-term investing and it proved especially prescient as for nearly all of our strategies we have not only recovered […]
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September 30th, 2020
2020 has been a very interesting year thus far across many fronts. The investment markets have been volatile as the domestic economy, as well as the global economy, adjusts to a new normal. The markets are doing well, but many investors are concerned it may not last. In a recent web seminar the FLI team reviewed the economic and […]
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March 24th, 2020
Background We as a firm, had an excellent 2019 in absolute returns, making up for a downturn in the fourth quarter of 2018 caused by the premature Fed tightening and an evolving trade war with China. 2020 began with gains in the U.S. markets supported by the expectation of domestic growth fueled by almost record […]
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February 25th, 2020
The 2019 investment landscape produced strong returns across equities and fixed income against a backdrop of low interest rates, flat earnings growth, and a slower growing economy with record low unemployment, rising wages and a strong consumer. Will 2020 be more of the same or not and how should a long-term investor position his/her portfolio […]
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