Commentary

2018 4th Quarter Commentary

2018 4th Quarter Commentary

Download as PDF
During the quarter, equity markets experienced a major correction, and the S&P 500 ended the year at 2,507—15% below the record high reached in September. Although corporate results seem strong, investors are concerned about slowing earnings in 2019, a spreading global economic slowdown, an escalating trade war with China, and the possibility of further interest rate increases

2018 3rd Quarter Commentary

2018 3rd Quarter Commentary

Download as PDF
During the quarter, equity markets broke out of their trading range and rallied, with the S&P 500 Index reaching an all-time high of 2,931 in September. The economic expansion continued, and revenue and earnings for the S&P 500 once again significantly exceeded forecasts.

2018 2nd Quarter Commentary

2018 2nd Quarter Commentary

Download as PDF
During the quarter, equity markets traded in a narrow range with less volatility than was seen earlier in the year. The S&P 500 experienced a modest recovery and ended the quarter at 2,736—a positive return for the period but still 5% below the high reached in early January. The synchronized global economic expansion continued, with revenue and earnings for the S&P 500 once again significantly exceeding forecasts.

2018 1st Quarter Commentary

2018 1st Quarter Commentary

Download as PDF
Equity markets experienced a volatile beginning to 2018. The S&P 500 ended the first quarter at 2,641—just slightly below where it started the year—after being up almost 8% in January. The synchronized global economic expansion continued, with revenue and earnings for the S&P 500 once again significantly exceeding forecasts. Domestically, expectations for economic growth have been driven by strong business sales, industrial production, and tax reform.

VIEW ALL COMMENTARY

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 +

Nurturing Self-reliance in the Midst of Abundance

How do we develop self-reliance in children for whom abundance is normal? How do we help them be who they want to be while also building the financial fluency and confidence they will need to work with advisors and learn to manage abundance?  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 +

INVERNESS
+
YOU

Learn how we can help you to achieve your goals CONTACT US

FORM ADV PART 2A/2B

Learn more about our qualifications and business practices.   DOWNLOAD +