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.
Recent News & Events
September Market Update
August was another strong month for financial markets. The S&P 500 and Nasdaq Composite both set all-time highs, gaining 7.19 percent and 9.70 percent, respectively. The Dow Jones Industrial Average (DJIA), which has been slower to recover from pandemic-induced volatility earlier in the year, gained a strong 7.92 percent. This brought the index into positive territory year-to-date.
How Will the Presidential Election Affect the Stock Market?
We’ve reached that point in the election cycle where we've started getting questions, from both sides, about the effect of the upcoming election on the markets. “Surely,” the question goes (and note that it is not really a question), “if Candidate X wins, the market will tank for the following reasons . . .”