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Who We Help

 

Whether you're planning for retirement, are in the midst of a life transition, or considering what's next in your life journey, we can help.

 

Insight Financial Horizons is a premier financial services firm on the North Shore of Boston, focusing on helping our clients navigate life’s many crossroads.

What We Do

 

We are CERTIFIED FINANCIAL PLANNER™ practitioners with more than 50 years of combined industry experience. 

 

We bring independent advice, exceptional service, a philanthropic spirit, and a world of experience to the financial planning and wealth management process.

Contact Us

FOR A FREE CONSULTATION

(978) 774-2266

150A Andover Street

Suite 4-B

Danvers, MA  01923

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EMAIL

info@wealth-insight.com

Recent News & Events
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12-9-2022

December Market Update

November saw continued market gains, as all three major U.S. indices rose for the second consecutive month. The S&P returned 5.59% during the month, while the Dow notched a 6.04% return. The Nasdaq also had a solid month, with the technology-heavy index increasing 4.51%. Equity markets were supported by rising optimism from investors that the Fed is set to start slowing the pace of rate hikes in the near future.

Grizzly Bear

9-26-2022

The Bear Market is Back - What's Next?

We are now in another downswing in the ongoing bear market. This year, there have been four drops and three rallies—and we are down quite a bit. That doesn’t feel good. But, feel good or not, here we are. So, the real question is: what should we do about it? To figure that out, we need to look at two things.

Woman Shopping for Groceries

8-2-2022

Why We’re Not Ready to Call This a Recession (Yet)

By some definitions, a recession is identified by declines in the GDP for two quarters in a row, so you can expect this report to trigger headlines over the next several days indicating that we’re now officially in a recession. But are we?

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