Insight Wealth Group

10/16/2026

We’re excited to welcome Chris Scott as Insight’s new General Counsel.

Chris earned his JD from Drake University and his LL.M. from Georgetown University, and he brings a sharp legal mind and steady judgment to our team. His expertise in tax and estate planning will be invaluable to our Insight clients.

Chris and his wife live in Johnston, where they raised their five children.

A friendly warning: think twice before arguing about last night’s football game with Chris. In his spare time, he serves as a Replay Official for both the NFL and SEC, so he’s probably already seen the call from every angle.

Chris has only been with Insight for a few weeks, but he’s already become an important part of the team. Please join us in welcoming him!

10/15/2026

Chris Scott, Karlton Kleis, David Levine of Arete, and Todd Doorenbos represented Insight Capital Markets at the ADISA Annual Conference and Trade Show in Las Vegas, October 5-7.

The conference brings together professionals who sponsor, analyze, market, distribute, and recommend alternative investments. It offers educational panels, topical presentations, and networking focused on the latest trends in the alternative investment space.

Karlton also serves on the ADISA Board of Directors as Assistant Treasurer.

Insight is fortunate to have team members so directly involved with an organization like ADISA. It keeps us connected to industry leaders and up to date on developments that matter to our clients.

10/15/2026

The countdown to year-end is on! ⏳

With fewer than 8️⃣0️⃣ days left in 2026, now is the time to make sure your financial and tax strategies are working for you. Roth conversions, tax-loss harvesting, and year-end gifting are just a few opportunities worth reviewing before December arrives.

A little planning now can make a big difference come tax season💰
Don't wait until the year-end rush! Connect with your INSIGHT advisor or CPA today to review your options and make the most of the time remaining in 2026.

Your future self may thank you!🙏

10/05/2026

You've probably heard it: stocks always go up after a midterm election.

There's some truth to that. The S&P 500 has risen in the year after every midterm since 1954. But most of that rally has been the market bouncing back from a rough midterm year, and 2026 hasn't been rough at all.

So what should you actually expect from the next twelve months? We dug into the numbers this week. 📊

Read it here:

The Weekly Insight Podcast – The Chart You’re About to See Everywhere And just like that, we’re in the fourth quarter. Yet another year has nearly flown by. Leaves are turning. The weather is cooling

09/30/2026

🍂 Ready for Q4?

It’s hard to believe, but tomorrow marks the start of the final quarter of the year.

Before the holiday season gets busy, now is a great time to take a step back and check in: Are your financial goals still on track? Is your investment strategy where you want it to be? Are there year-end opportunities you should be thinking about?

A little planning now can make the end of the year feel a whole lot less hectic.

What’s one thing you’d like to have checked off your list before 2027? 👇

We’re always here when you’re ready to talk.

09/28/2026

"Something always breaks." 📉

That's what the headlines said last week as the 10-year Treasury yield climbed to 5.18%. The warning: rapid rate increases have come with a financial crisis 16 times since 1970.

We took it seriously and dug into the data ourselves. Here's the short version: rapid rate rises happen more often than that list shows, and on their own they haven't changed the odds of a stock market correction. What matters is how big the move gets and how hard the Fed pushes. We're not there yet.

In this week's memo and podcast, we walk through what the data really shows, where the pressure is already building, and exactly what we're watching next.

The Weekly Insight Podcast – Something Always Breaks... Eventually Last week, the story about Treasury yields began to take on a life of its own. The 10-year had its largest single day jump since April 2025 on Wednesday.

09/25/2026

🍁 Fall has a way of making us slow down and take stock.

Before the clocks fall back and the year starts winding down, it’s a great time to pause and ask: How are things going, and are you still on track for where you want to be?

There’s still plenty of time left in the year to make adjustments, check in on your goals, and finish strong.

What’s one thing you’d like to accomplish before the end of the year? 👇

09/22/2026

Last week the Fed raised interest rates for the first time in three years. It was the first hike of new Chairman Kevin Warsh's tenure.

But here's the thing: the market had already priced in a 90%+ chance it would happen. So, did the Fed actually make this decision, or did the market make it for them?

This edition of The Weekly Insight digs into that question, plus a look at what history tells us about raising rates to fight oil-driven inflation and whether this is shaping up to be a fast, slow, or one-and-done rate hike cycle.

Read the full memo (and catch this week's podcast) here:

The Weekly Insight Podcast – The Fed Didn’t Hike Rates. The Market Did. Volatility continues to impact the market – both good and bad – as traders negotiate the impact of many competing forces.

09/22/2026

🍂 Hello, fall!

Crisp mornings, colorful leaves, cozy sweaters, and maybe a little pumpkin everything. 🎃

As the seasons change, it’s a good reminder that life is always moving into something new. Whatever this season brings, we hope it brings plenty of good moments, new memories, and reasons to be grateful.

What’s your favorite thing about fall? 👇

Happy first day of fall from all of us at INSIGHT! 🧡

09/16/2026

What makes our work meaningful isn’t just what we do — it’s the people we have the privilege of serving. ❤️

Farmers, families, business owners, retirees, and so many others each have a story, goals they’re working toward, and a life they’re building.

Getting to know those stories — and being trusted to play a small part in them — is something we never take for granted.

To all of our clients and friends: thank you for letting us be part of your journey. 🌾

What’s something you’re working toward that you’re excited about? 👇