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Weekly Market Review – 8/25/2014

A week of monetary policy debate, encouraging economic indicators, and continued geopolitical stress netted strong performance in most equity markets and upward pressure in shorter term interest rates. The S&P 500 notched a new record high last week led by performance in industrial, consumer, and information technology. The NASDAQ 100 closed above 4,000 for the…
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Weekly Market Review – 8/18/2014

Shifting economic trends, geopolitical turmoil, and the specter of monetary policy shifts have continued to be the focus of the markets for the past several months. Last week, equity markets rebounded nicely off depressed levels from the prior week only to be upended by renewed geopolitical conflict in the Ukraine on Friday afternoon. Nine of…
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Weekly Market Review – 8/11/2014

Geopolitical events in Ukraine, Gaza and Iraq in addition to news of a recession in Italy and fears of the Fed nearing a rate hike caused a sell-0ff in international equities.  International equities dropped -2.44%, while emerging market equities dropped less severely at -1.34%.  U.S. large cap equities gained 0.33% on the week and small…
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Insight Client Appreciation Picnic

  We're excited to invite you to join us for the 2ndAnnual Insight Wealth Group Client Appreciation Picnic at the Iowa State Fair. Last year's event was very well received and we're looking forward to making it an annual tradition. We hope you'll be able to join us Saturday, August 9th at the Farm Bureau…
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Andrew Kleis: Market Correction or Market Collapse?

Third Quarter Economic Update Predicting the Unpredictable: Market Correction or Collapse? by Andrew Kleis Prognostication is, it seems, an industry in our country today. Just turn on your TV or open the internet and you won't have to go far to find an "analyst" or "commentator" claiming the world is ending. If we based our…
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Insight Wealth Group Recognized as one of TDA’s Elite Advisors

2014 TD Ameritrade Elite Advisor Summit Insight Wealth Group was honored to be recognized by TD Ameritrade at their Elite Advisor Summit, which was held June 10-13, 2014 in Dana Point, CA. This was Insight Wealth Group's first invitation to the event, which limits attendees to roughly the top 200 firms affiliated with TD Ameritrade. The…
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Karlton Kleis Honored with Excellence Award

2014 Arete Annual Conference We're happy to announce that Karlton Kleis, one of our founding partners, was honored recently at the Arete Wealth Management annual conference. Arete, as you'll recall, is our broker/dealer and the firm through which we clear all of the transactions made by our clients. Karlton was recognized for his work on…
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