As longtime clients of Insight Wealth Group know, a core tenant of our strategies has been providing clients access to directly held real estate assets where appropriate in client portfolios.  We have spent a lot of time in the last few m [...]

We did it!  We made it through July and – largely speaking – the market and the economy are in one piece. As we have discussed in several past memos – stretching back to early June – we anticipated July would be a month when the “rubber w [...]

As we race towards the end of July, we continue to find ourselves waiting for a few more pieces of information before we can fully define our path for the next few months:  the conclusion of earnings reports and a decision from Congress a [...]

After last week’s memo – all about the Presidential Election (ugh…) – we are going to end your punishment and get back to talking about the markets this week. As we have discussed in several past memos, we have been anxiously waiting to h [...]

Drumroll, please…  This is going to be one of those memos that will undoubtedly raise someone’s blood pressure.  That’s because after all 2020 has offered us – Coronaggedon, stock market crashes, locust swarms, and even murder hornets! – [...]

We hope this week’s memo finds you looking back on a weekend of family, friends, and celebrating our Nation’s independence.  As we dive headlong back into the fray of “Coronaggedon” market madness, it’s important to remember why it is you [...]

If the last four months of “Coronaggedon” have had one recurring theme it has been this: Uncertainty. Uncertainty about our health and safety. Uncertainty about what we can do to stop the virus. Uncertainty about how the economy will resp [...]