Insight Wealth Group

06/16/2026

The SpaceX IPO was historic. But the story that matters most to your portfolio wasn't written on Friday.

Over the next 12 months, $235 billion has to move out of existing stocks and into SpaceX, OpenAI, and Anthropic. That's not a prediction — it's mechanics. The dates are already on the calendar.

This edition of the Weekly Insight breaks down exactly how it works, what the timeline looks like, and what it means for the companies you already own.

Worth a read whether you got SpaceX shares or not.

The Weekly Insight Podcast – $235 Billion Has to Come from Somewhere Last week, the world’s largest IPO landed. Everything else was noise. Economic news, drama in the Strait of Hormuz, and none of it

06/08/2026

Back in March — the morning after the U.S. started bombing Iran — we wrote a memo laying out exactly what a Strait of Hormuz closure would mean for the economy. Oil prices. Inflation. GDP. We even put it all in a chart.

This week we went back and checked our work. And honestly? We got a lot of it right.

But the market doesn’t seem to care. It has roared back to all-time highs. Oil prices pulled back from their peak. The ceasefire has calmed things down — for now.

But here's the thing: the Strait of Hormuz is still effectively closed. The economic impacts are real and building. And the tools that have cushioned the blow so far won't last forever.

This week's Weekly Insight breaks it all down — including why your gas bill went up even though U.S. oil production is at a record high. Worth a read.

The Weekly Insight Podcast – The Chokepoint (Revisited) Editor’s Note: Due to travel schedules, this memo was drafted late Thursday. Needless to say, Friday was a whole other story. Equity markets were off hard on a couple of key

06/08/2026

Heading to Lake Panorama this summer? Stop by and see us at 134 W Main Street in Panora! We'd love to help make sure your finances are as relaxing as your time on the water.🎣🚤

06/04/2026

Summer tends to come with big expenses — vacations, home projects, family gatherings. A little planning now goes a long way. Is your budget ready for summer? We're here to help. ☀️⛵️

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