Commentary

2020 4th Quarter Commentary

2020 4th Quarter Commentary

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At this time last year, our outlook for 2020 state that portfolios were positioned for growth and that we expected the strong rally seen in 2019 to continue through...

2020 3rd Quarter Commentary

2020 3rd Quarter Commentary

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Equity markets continued to rally during the quarter. The technology-heavy Nasdaq...

2020 2nd Quarter Commentary

2020 2nd Quarter Commentary

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A quick economic recovery is underway from the recession caused by the COVID-19 pandemic.

2020 1st Quarter Commentary

2020 1st Quarter Commentary

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During the quarter, the bull market that began in March 2009 abruptly came to an end. We are now in a bear market, which is typically defined ...

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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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