Transitory. Powell uttered that word again. The last time he did so, it didn’t work out too well. But while tariff driven inflation is not yet a thing, we do know one thing that’s transitory: market downturns. Which is why we made some changes ...

Is a recession coming? Are we already in one? And what does that mean for portfolios? The answers to some of these questions (especially the last one) are likely going to surprise you. Read more here:

The drama around the market (and pretty much everything else these days…) seems to be ramped up to a 10. We had a good inflation report? Yay! A bad GDP report? The world is ending! Maybe, just maybe, everything doesn’t need to be so…dramatic.

Five years ago today, we wrote our first “Weekly Insight Memo” in response to the onset of COVID. It’s funny looking back on it how little we all knew about what was about to happen. But in re-reading that memo, there are some important paralle...

The world shouldn’t have been surprised when the Trump Administration announced sweeping tariffs against Canada, Mexico, and China. But it sure caught the market off-guard. As did the quick reversal of those tariffs. But as much as the market’s...

Financial markets can be humbling. And they can make you pay for hubris. Tech investors found that out the hard way last week with the release of DeepSeek’s new AI tool. In this week’s edition of the Weekly Insight Memo and Weekly Insight ...

The market has been focused on the (quite significant) action coming out of the Trump Administration over the last week. And so far, it has liked what it’s seen.  Markets had their best first week of a new Administration since January 1985...

It’s Inauguration Day. A time that is a celebration of our democratic republic. But also a time of uncertainty as we look to the future. Markets – as we’ve frequently said – hate uncertainty. Read more here:

Nearly five years ago, we sent our first “Weekly Insight” to provide clients with information about the early stages of the COVID pandemic. The key lesson from that time was that – while we certainly didn’t get everything right – the patience o...

The holidays are over. The end of the year wrap-ups and 2025 look ahead articles have been written. Now it's time to get on to the work of 2025. Read more here:

Read more here: https://insightwealthgroup.com/the-weekly-insight-a-look-ahead/

The last Fed meeting of the year was last week. And the results were…interesting.  We got exactly what everyone expected and… the market hated it. Why? To paraphrase the poet/philosopher Britney Spears: Oops…Powell did it again!Rea...

As we near the end of the year, this week will see the last “big” economic news: the Fed’s final meeting of 2024 and the subsequent release of their year-end Summary of Economic Projections (SEP). This SEP – and Powell’s subsequent comments – a...

We’ve heard of some crazy metrics in the market before. There are traders and analysts everywhere who will try to tell you that the market’s success or failure is tied to some obscure metric. The truth is, they can show you example after exampl...

As we enter the final stretch of 2024, we begin to hear from the great prognosticators their predictions for how next year is going to play out in the markets. As these reports start to roll in, we thought we’d look at how well the experts pred...

Readers of our commentary have known for a long time where we stand on the Federal debt. The rapidly growing problem has long-term consequences which will eventually be borne by all of us. And there has been little effort by either party to ena...

In the last edition of the Weekly Insight, we suggested that the market might be venturing into an “overbought” position and suggested it may need a bit of a breather before it made another step forward. We got just that last week as the market...

Well, the election is behind us. Some Americans are very happy. Some are very unhappy. But, no matter what, the economy keeps moving and we need to keep moving with it. Read more here:

Tomorrow is a big day. And for many of us, it seems like the finish line for a long and grueling process. Sadly, when it comes to politics, there is no finish line. There will be more contentious issues to tackle after the election is done. And...

We’re almost there. Just eight days to go until we can put this election behind us.  But we also have to remember that elections matter in portfolios. This week, we look at one of the big areas where we might see immediate impacts to the m...

You’d be forgiven for thinking the only thing happening in the world today is the Presidential election coming up in just over two weeks. It seems that’s all any pundit is talking about. But the truth is, there is a lot happening impacting fina...

As they say, the only thing constant in the world is change. And we’re seeing an interesting change in how the market perceives economic news. You’ll recall many conversations in the pages of the Weekly Insight over the last few years about how...

The world sure seems full of worry today, doesn’t it? It doesn’t help that we have two Presidential candidates fear mongering for votes. But there are things we should worry about in portfolios and things that really don’t move the needle. One ...

It finally happened! The Fed cut rates last week. And not just a 0.25% cut. We got the full 0.50%, which was larger than many anticipated. That brings up many questions, but the biggest is the simplest: what if they’re wrong? What if the Fed ha...

As we head into Fed Week (a very important Fed Week!), we thought it might be a good time to step back and look at the economy as a whole. We’re in an interesting moment. Economic growth continues to excel at a time when citizens of our country...