Insights2019-04-02T18:11:09+00:00

INSIGHTS

“An investment in knowledge always pays the best interest.” – Ben Franklin

The financial world is always changing—Insight Wealth Group is proud to stay on top of it for you.

INSIGHTS

“An investment in knowledge always pays the best interest.” – Ben Franklin

The financial world is always changing—Insight Wealth Group is proud to stay on top of it for you.

Complicated Lives Need Sophisticated Financial Solutions

We’re reminded every day at Insight that we have the opportunity to work with an amazing group of clients.  Their experiences are diverse and interesting. They are CEOs, entrepreneurs, doctors, lawyers, teachers, etc.  But, they all have one thing in common: their financial pictures are complicated. And, complicated situations demand [...]

July 1st, 2019|

Saving for College: Students, Parents & Grandparents

The college graduate’s average student loan debt currently hovers between $30,000 and $40,000. That is a daunting amount for anyone to deal with immediately after walking across a stage. Luckily, there are ways to more efficiently pay off student loans. Plus, parents and grandparents can help lower this burden for [...]

June 4th, 2019|

Reactive vs Proactive Tax Strategy

It’s May – and you’re likely very happy to have tax season behind you.  We know better than most how frustrating tax filing can be for many taxpayers.  The rush to get materials together, finding time to meet with your accountant, and – possibly – scrounging up money to pay [...]

May 1st, 2019|

WEEKLY MARKET REVIEW – 5/14/2018

Both economic and corporate tailwinds pushed equity markets higher last week while muted inflation data edged interest rates slightly higher.  The week carried a good amount of geopolitical news, most of which had already been priced into the markets based on the benign response. U.S. exiting the Iran deal, continued [...]

May 14th, 2018|

WEEKLY MARKET REVIEW – 5/7/2018

Equity markets were mixed last week with small caps, oil, growth stocks, and the U.S. dollar posting gains while interest rates moved sideways.  Robust earnings reports, sound economic reports (jobs, wages, inflation), and relative calm on the geopolitical front put a slightly more constructive hue on the market consolidation in [...]

May 7th, 2018|

WEEKLY MARKET REVIEW – 4/30/2018

Equity markets were flat to slightly down last week despite encouraging economic and earnings reports.  The 10yr U.S. Treasury yield topped 3% for the first time since early 2014 with positive economic data continuing to provide support for the Fed tightening campaign.  Recent skepticism surrounding the European growth outlook and [...]

April 30th, 2018|

WEEKLY MARKET REVIEW – 4/23/2018

Equity markets managed to post respectable gains with help from economic and earnings reports and headwinds from higher interest rates.  Sources of recent geopolitical anxiety including trade disputes, Syrian conflict, and North Korea all benefited from constructive narratives.  Interest rates moved sharply higher last week sending a jolt of volatility [...]

April 23rd, 2018|
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Complicated Lives Need Sophisticated Financial Solutions

We’re reminded every day at Insight that we have the opportunity to work with an amazing group of clients.  Their experiences are diverse and interesting. They are CEOs, entrepreneurs, doctors, lawyers, teachers, etc.  But, they all have one thing in common: their financial pictures are complicated. And, complicated situations demand [...]

July 1st, 2019|

Saving for College: Students, Parents & Grandparents

The college graduate’s average student loan debt currently hovers between $30,000 and $40,000. That is a daunting amount for anyone to deal with immediately after walking across a stage. Luckily, there are ways to more efficiently pay off student loans. Plus, parents and grandparents can help lower this burden for [...]

June 4th, 2019|

Reactive vs Proactive Tax Strategy

It’s May – and you’re likely very happy to have tax season behind you.  We know better than most how frustrating tax filing can be for many taxpayers.  The rush to get materials together, finding time to meet with your accountant, and – possibly – scrounging up money to pay [...]

May 1st, 2019|

WEEKLY MARKET REVIEW – 5/14/2018

Both economic and corporate tailwinds pushed equity markets higher last week while muted inflation data edged interest rates slightly higher.  The week carried a good amount of geopolitical news, most of which had already been priced into the markets based on the benign response. U.S. exiting the Iran deal, continued [...]

May 14th, 2018|

WEEKLY MARKET REVIEW – 5/7/2018

Equity markets were mixed last week with small caps, oil, growth stocks, and the U.S. dollar posting gains while interest rates moved sideways.  Robust earnings reports, sound economic reports (jobs, wages, inflation), and relative calm on the geopolitical front put a slightly more constructive hue on the market consolidation in [...]

May 7th, 2018|

WEEKLY MARKET REVIEW – 4/30/2018

Equity markets were flat to slightly down last week despite encouraging economic and earnings reports.  The 10yr U.S. Treasury yield topped 3% for the first time since early 2014 with positive economic data continuing to provide support for the Fed tightening campaign.  Recent skepticism surrounding the European growth outlook and [...]

April 30th, 2018|

WEEKLY MARKET REVIEW – 4/23/2018

Equity markets managed to post respectable gains with help from economic and earnings reports and headwinds from higher interest rates.  Sources of recent geopolitical anxiety including trade disputes, Syrian conflict, and North Korea all benefited from constructive narratives.  Interest rates moved sharply higher last week sending a jolt of volatility [...]

April 23rd, 2018|
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FINRA Broker Check

Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor.

Tax and accounting services are offered through Insight Tax & Accounting, LLC. Insight Tax & Accounting, LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.