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

#longislandwealthmanagement

3rd Quarter 2020 Letter to Investors

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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Web Seminar: 2020 Market Update – Making Sense of the Markets

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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1st Quarter 2020 Report to Investors

March 31, 2020 “Do not judge me by my successes, judge me by how many times I fell down and got back up again.” Nelson Mandela The first quarter, following an excellent year in 2019, commenced with reasonably strong results consistent with what was a strong economy characterized by near record employment, low interest rates, […]

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4th Quarter 2019 Report to Investors

December 31, 2019 Listen to the report. “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” Robert Kiyosaki (First, I would urge all of our clients and centers of influence to read our 2020 Investment Outlook which […]

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2020 Investment Outlook

2020—A New Year, A New Decade

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”

-Robert Kiyosaki

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