Resources

Dear Clients and Friends of Insight, This time of year leads most of us to reflect on the accomplishments from the year we are leaving behind and to establish expectations for the year ahead. With this letter, I would like to share my thoughts on Insight’s 2016 successes, and some brief thoughts for 2017. Ultimately, the measure of our success is determined by how well we serve our clients as their trusted advisor. In The Insight Client Experience (enclosed) we have thoughtfully articulated...

Dear Clients and Friends of Insight, Summer has come and gone and we begin the final season of the year. Stock markets throughout the last several months have been pretty tame, especially compared to earlier in the year. Recall that stock prices declined considerably in January and February, stoking investor fear and uneasiness. What followed, of course, was a surprisingly strong rally through the spring which erased the year’s early losses. This reinforced for investors the supposed wisdom of...

Dear Clients and Friends of Insight, Once again unexpected news, this time from Great Britain and the European Union, has shocked the investment community and stirred investor anxiety. Global markets for stocks, bonds, currencies and commodities have had adverse reactions and become more volatile. This serves as a good reminder of the need to manage risk in client portfolios. A portfolio’s asset allocation – the mix of stocks, bonds and cash – is considered one of the fundamental indicators...

Dear Clients and Friends of Insight, In spite of the gloomy sentiment that preoccupied so many investment strategists and commentators for the first few months of the year, the market, once again, surprised the consensus thinkers and reversed its negative course. Although many challenges for a healthy economic environment remain, investors’ moods improved (thank you Chair Yellen), which helped boost the major U.S. indices into slightly positive territory to end the first quarter! In our last...

Events often do not materialize when or even as expected. As 2015 began most market prognosticators predicted positive returns for global stock markets of 5% to 10% or more. However, market indexes around the world closed out the year on a downbeat, which was particularly disappointing given the sharp rebound in stock prices we experienced this past fall. This left many U.S. investors with their first negative annual return from stocks since the current bull market began in March of 2009 — a...