Insight Financial
The Bear Market is Back - What's Next?
We are now in another downswing in the ongoing bear market. Using the S&P 500 as a measure, as I write this the markets are down 23...
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Insight Financial
- Aug 2
- 3 min
Why We’re Not Ready to Call This a Recession (Yet)
The gross domestic product (GDP), which is considered the first estimate of national economic growth, was reported this week at a decline...
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Insight Financial
- Jul 6
- 4 min
Stay on Track: 10 Tips for Midyear Financial Planning
Although we all have the best intentions when we set financial goals each January, a lot can happen in 12 months to cause you to veer off...
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Insight Financial
- Jul 6
- 5 min
2022 Midyear Update: Slowing, But Growing
As we enter the second half of the year, the outlook might appear grim at first glance. Covid-19 continues to spread, both here and...
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Insight Financial
- Jun 16
- 4 min
What Do We Do Now? A Strategic Response to the Stock Market Tumble
Many of the discussions around the market decline so far this year have revolved around two issues: why is it happening and how far will...
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Insight Financial
- Apr 29
- 4 min
A Closer Look: Why Is the Stock Market Going Down?
Job growth is still at high levels, consumer spending is still healthy, and businesses are continuing to invest. So, you may be confused...
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Insight Financial
- Mar 10
- 5 min
The Ukraine War and Your Investments
Now that we’re almost two weeks into the Russian invasion of Ukraine, some of the dust is starting to clear around the financial markets....
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Insight Financial
- Feb 23
- 4 min
What Does the Russia-Ukraine Crisis Mean for Investors?
We have been holding off on commenting on the Russia-Ukraine conflict until some sort of resolution occurred. Lots of things could have...
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Insight Financial
- Jan 26
- 4 min
Is the Stock Market Poised for a Crash?
With the recent market pullback, investor concerns are starting to mount. To be sure, there is plenty to worry about—the Omicron wave,...
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Insight Financial
- Jan 5
- 4 min
Looking Back at the Markets in December and Ahead to January 2022
December was a solid month for both the economy and the markets but a difficult month for medical news. The Omicron wave of the COVID-19...
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Insight Financial
- Nov 2, 2021
- 6 min
Year-End Financial Planning: A 10-Point Checklist
From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another...
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Insight Financial
- Oct 4, 2021
- 4 min
Looking Back at the Markets in Q3 and Ahead to Q4 2021
After a great start to the quarter in July and August, September was when the storms hit. Here in the U.S., markets pulled back...
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Insight Financial
- Oct 4, 2021
- 4 min
A Fact Sheet for Medicare
Medicare is a federal health insurance program that covers certain medical services and supplies in hospitals and doctors’ offices. The...
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Insight Financial
- Jul 22, 2021
- 3 min
A 7-Point Checklist for Your Estate Plan
When it comes to estate planning, executing your will and other estate documents is only the first step. To help ensure that your estate...
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Insight Financial
- Jul 22, 2021
- 7 min
Do You Need Estate Planning?
Everyone needs an estate plan, no matter the size of the estate. Not only does this plan help carry out your wishes after your passing,...
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Insight Financial
- Jul 22, 2021
- 4 min
Midyear Outlook 2021: Finding Our Way Back to Normal
Halfway through 2021, we're hopefully starting to see the light at the end of the pandemic tunnel. There has been much progress with...
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Insight Financial
- Jul 12, 2021
- 1 min
Mid Year Outlook (VIDEO)
As we head into the second half of 2021, the virus appears to be contained at the national level. The declining medical risks have been...
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Insight Financial
- Jul 9, 2021
- 4 min
Looking Back at the Markets and Ahead to the Rest of the Year
As we close out the first half of the year, we know a couple of things. First, the U.S. economy is almost entirely reopened following the...
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Insight Financial
- Apr 19, 2021
- 2 min
Is Your Financial Plan a Good Fit?
The “perfect” financial plan won’t do you much good if it doesn’t meet three necessary criteria: It should outline a course of action to...
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Insight Financial
- Apr 19, 2021
- 4 min
A Financial Checklist You Can Handle
Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes...
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