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.

Weekly Market Review – 8/26/2019

Risk markets fell victim to twitter and the trade war on Friday in what had been a fairly encouraging week of monetary policy narratives and strong earnings.  Given a fairly light economic calendar, the focus last week fell to the annual Jackson Hole gathering of monetary policy wonks and a [...]

August 26th, 2019|

Weekly Market Review – 8/19/2019

Deteriorating sentiment related to global growth and a 2yr/10yr yield curve inversion weighed heavily on equity markets and bond yields but things trended more optimistically as the week wore on. Markets shrugged off an announcement (Tues) delaying recently announced 10% tariffs as well as some encouraging U.S. economic releases and [...]

August 19th, 2019|

Weekly Market Review – 8/12/2019

Tarrified. Last week illuminated what markets fear in a ‘trade war’ scenario. Trade disputes translate to tangible risk for the global economy which is why volatility increases and safe haven assets receive a bid. Opening salvos followed by retaliation laced with speculation, media spin, walk backs, and conspiracy theories - [...]

August 12th, 2019|

Weekly Market Review – 8/5/2019

Markets absorbed a one-two punch of Powell and Trump last week while a heavy economic calendar and earnings announcements provided ample anecdotes.  Renewed trade rhetoric from POTUS cast a shadow on generally upbeat earnings reports and a rate cut by the Fed. Bond yields, stock markets, and WTI turned sharply [...]

August 5th, 2019|

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|
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Weekly Market Review – 8/26/2019

Risk markets fell victim to twitter and the trade war on Friday in what had been a fairly encouraging week of monetary policy narratives and strong earnings.  Given a fairly light economic calendar, the focus last week fell to the annual Jackson Hole gathering of monetary policy wonks and a [...]

August 26th, 2019|

Weekly Market Review – 8/19/2019

Deteriorating sentiment related to global growth and a 2yr/10yr yield curve inversion weighed heavily on equity markets and bond yields but things trended more optimistically as the week wore on. Markets shrugged off an announcement (Tues) delaying recently announced 10% tariffs as well as some encouraging U.S. economic releases and [...]

August 19th, 2019|

Weekly Market Review – 8/12/2019

Tarrified. Last week illuminated what markets fear in a ‘trade war’ scenario. Trade disputes translate to tangible risk for the global economy which is why volatility increases and safe haven assets receive a bid. Opening salvos followed by retaliation laced with speculation, media spin, walk backs, and conspiracy theories - [...]

August 12th, 2019|

Weekly Market Review – 8/5/2019

Markets absorbed a one-two punch of Powell and Trump last week while a heavy economic calendar and earnings announcements provided ample anecdotes.  Renewed trade rhetoric from POTUS cast a shadow on generally upbeat earnings reports and a rate cut by the Fed. Bond yields, stock markets, and WTI turned sharply [...]

August 5th, 2019|

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|
Load More Posts

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.