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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
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?

Latest Tweets
Brad_McMillan.png

11-8-2022

November Market Update

Equity markets showed signs of improvement in October, helping offset September losses. The S&P gained 8.1% during the month, while the Nasdaq rose 3.94%. The Dow experienced the best month of the three major indices, soaring 14.07%. Although these solid results were encouraging, all three indices remain down for the year.