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Helping clients nationwide for over 40 years
Client Portal
Helping clients nationwide for over 40 years
Client Portal

#longislandwealthmanagement

2025 Market Update Web Seminar

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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Fall 2024 Market Outlook Web Seminar

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 […]

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3rd Quarter 2024 Letter to Investors

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 […]

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2nd Quarter 2024 Letter to Investors

June 30, 2024 “The best way to measure your investing success is not by whether you’re 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 first six months of the year have […]

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Thought Leadership Series: Long-Term Care Planning

First Long Island Investors, LLC was honored to host Natalie Karp, Founding Partner of Karp Loshak Long Term Care Insurance Solutions Brokerage, Inc., at the Garden City Hotel on May 8th for our semi-annual FLI Thought Leadership Breakfast. Karp Loshak, founded in 2008, serves as an independent broker affiliated with the leading Long-Term Care (LTC) […]

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