So much for the traditional ‘Santa Claus rally.’ In a quiet holiday shortened week, the markets put a wrapper on a disappointing year for nearly all major asset classes. In fact, Societe Generale reported that 2015 was the worst year for [...]

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 throu [...]

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 [...]

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 [...]