We are thrilled to share our latest newsletter with you! Here you will learn year end tax strategies as well as meet our newest team members Katie Stein and Rhys Cooper. CLICK HERE TO READ THE FINANCIAL INSIGHTS 2018 Q4 NEWSLETTER Disclosure: Certain portions of this website, including our blogs, newsletters and articles may contain […]

Market Month: November 2018 The Markets (as of market close November 30, 2018) November proved to be a very volatile month for stocks. By the third week of the month, the benchmark indexes listed here had given back just about all of the gains accumulated during the year. However, a spurt during the last week […]

The Markets (as of market close October 31, 2018) October truly was a scary month as stocks closed the month well below their end-of-September values. The tech-heavy Nasdaq lost over 9.0% by the end of October, while the small caps of the Russell 2000 fared even worse, losing almost 11.0%. The S&P 500 fell close […]

Disclosure: Certain portions of this website, including our blogs, newsletters and articles may contain the personal opinions, viewpoints and analyses of the Financial Insights employees providing such comments, and should not be regarded as a description of advisory services provided by Financial Insights Financial Insights Clients & Friends, Stocks tumbled this week on fears surrounding […]

Quarterly Market Review: July-September 2018 The Markets (as of market close September 28, 2018) The third quarter proved to be very strong for domestic stocks. July saw the major benchmark indexes listed here enjoy robust gains, led by the large caps of the Dow and S&P 500. Global stocks also rebounded in July, with the […]

One of our priorities is protecting your personal information, which is why we wanted to share advice that may help keep your finances secure. There are certain things we can do at least once a year to ensure that our financial lives stay on track, including filing out your taxes or reviewing your estate and […]