nav_logo TD-Ameritrade TD-Ameritrade

Blog

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…
Read more

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…
Read more

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…
Read more

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…
Read more