Insight Wealth Group

06/01/2026

The phones have been ringing off the hook — more calls about a single IPO than we've ever seen in 14 years. Everyone wants SpaceX shares.

So, this week's Weekly Insight is our full breakdown: what SpaceX actually is (it's really three companies in one), what the data says about IPO performance, what three $1 trillion+ IPOs hitting the market at once means for your portfolio — and how you can actually get shares before the June 10th deadline.

This one is worth the read.

The Weekly Insight Podcast – SpaceX IPO: Go/No-Go? In our 14 years as a firm (and many more in this business), there aren’t many things we see for the first time anymore. COVID was one. The collapse of the

06/01/2026

Sometimes the nicest thing you can say to someone is "you're taken care of." That's what we work toward every single day for our clients. Happy National Say Something Nice Day! ❤️😊

05/28/2026

✅Halfway through 2026 is closer than you think! Now is a great time to check in on your financial goals — are you on track? Our team is here to help you finish the year strong.✅

05/25/2026

🪖This Memorial Day, we pause to honor and remember the brave men and women who gave everything for our freedom. Thank you for your service and sacrifice from all of us at Insight.❤️🤍💙

05/20/2026

☀️Summer is just around the corner — and so are a lot of big financial decisions. Whether it's a vacation, a home project, or a major purchase, we're here to help you plan for it confidently.⛵🏖️

05/19/2026

Here's a riddle worth thinking about this week:

American consumers just reported the worst feelings about the economy since 1952 – the lowest University of Michigan sentiment reading ever recorded. At the same time, retail spending just spiked to one of its strongest readings in years.

How can both be true? And which one should you actually believe?

This week's memo walks through the four reasons spending might be surging while confidence is collapsing — and why one of them should get a lot more attention than it's getting today. Read it here:

The Weekly Insight Podcast – The Space in the Middle The thing about writing market commentary is that you can find statistics to justify pretty much any position you want to take. Want to argue the consumer

05/18/2026

May is Mental Health Awareness Month — a good reminder that true wealth isn't just financial. Taking care of your mind, your relationships, and your wellbeing matters just as much as your portfolio. We see the whole picture. 💙

05/12/2026

🌷🌱Spring is a great time to do more than plant your garden — it's the perfect opportunity to review your financial plan too. Is your strategy still aligned with your goals? We're here to help. Call us today at 515.273.1333!🪻🦋🌼

05/11/2026

How many times have you thought about estate taxes? It used to be the boogie man for financial planning. But with the exemption now at $30 million per couple, less than 0.07% of estates will be affected.

But have you ever thought about what your kids will actually owe in taxes when they inherit your IRA?

Most people haven't. And the impact can be significant – and it can vary by heir.

This week we walk through a real planning scenario that shows how a limited window between retirement and age 73 can change everything for the people you leave behind.

Worth a read.

The Weekly Insight Podcast – Avoiding the Hidden Inheritance Tax We’ve spent considerable time in these pages over the last several years talking about all that could go right or wrong with public markets. But, if you’ve

05/10/2026

Behind every great plan is someone who believed in you first. Happy Mother's Day to all the incredible moms in our community — you are the foundation everything else is built on. 💐