#longislandwealthmanagement Archives

Thought Leadership Series: The Spark of Innovation: Bioelectronics and the Future of Health

October 28th, 2025

Robert D. Rosenthal (left), Kevin J. Tracey MD (right) First Long Island Investors, LLC (FLI) has long maintained strong ties to Long Island, reflecting our deep commitment to the surrounding communities and institutions we serve. Through our philanthropic and thought leadership initiatives, FLI actively supports the healthcare community, recognizing the critical role it plays in […]

3rd Quarter 2025 Letter to Investors

October 25th, 2025

“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 […]

2025 Market Update Web Seminar

March 6th, 2025

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 […]

Fall 2024 Market Outlook Web Seminar

November 20th, 2024

With Republicans sweeping control of the White House, House, and Senate, investors are asking the hard questions: What’s next for the markets? Where are interest rates headed? And is the inflation fight really over? These are just some of the questions we hear from clients and business partners. In this web seminar we will break […]

3rd Quarter 2024 Letter to Investors

October 28th, 2024

September 30, 2024 “Our portfolio doesn’t depend on our being right about the twists and turns of the economy. It depends on our understanding the prospects for our companies and what is discounted in their share prices.” Bill Miller Our investment strategies delivered positive returns in the third quarter, with all of our Security, Defensive, and […]