Commentary

2022 1st Quarter Commentary

2022 1st Quarter Commentary

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In our 2022 outlook, we noted that we expected to see more volatility this year. Two possible sources of risks were highlighted...

2021 4th Quarter Commentary

2021 4th Quarter Commentary

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Equity markets were strong during the fourth quarter as they climbed the proverbial “wall of worry.” During this period, the S&P 500 faced higher...

2021 3rd Quarter Commentary

2021 3rd Quarter Commentary

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We entered 2021 taking a balanced approach to most client portfolios with exposure to both growth and value stocks. As plans for a widespread vaccination...

2021 2nd Quarter Commentary

2021 2nd Quarter Commentary

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At this time last year, we were close to the crest of the second wave of COVID-19 infections. At the same time, all 50 states were at least partially reopened...

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News

Inverness Counsel, LLC Awarded PSN Top Guns Designation by Informa Financial Intelligence

Inverness Counsel, LLC has been awarded multiple PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.  READ MORE +

Insights

A Patriarch Faces a Serious Health Issue

A father is gravely ill. He yearns for his wishes to be understood and honored with minimum drama after his death, while his spouse seeks ways to prepare their adult children and grandchildren for what comes next.  READ MORE +

Succession and Connecting Children to the Family Vision

Preparing children to fill a range of family roles and teaching them to make informed choices down the road should be a gift, not an intrusion. If we see ourselves as a collective for the children, we will make the challenges of growing up in a family enterprise easier, not more difficult.  READ MORE +

A Well-Run Family Foundation

Running a family foundation can be exciting and rewarding. Think of all the good you will do! However, it also comes with a great deal of responsibility.  READ MORE +

What Is Good Philanthropy?

Giving back is part of who you are—as a person and as a member of a family, group, or community. And as your life situation progresses, so too must your giving.  READ MORE +

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