March 31st, 2024
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis The first quarter resulted in strong absolute returns for our defensive and traditional equity strategies. Most strategies have exceeded their respective benchmarks year-to-date. This follows a significant bounce back in 2023 in the wake of a very […]
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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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April 27th, 2020
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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January 16th, 2020
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
Read more > February 14th, 2019
Following the sharp decline in the equity markets to close 2018, investors have concern about the outlook for 2019. On February 7, 2019, members of the First Long Island Investors Investment Committee held a web seminar where they shared with clients and business colleagues our perspective on the markets, domestic and global economy and when […]
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