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At Insight Folios, we guide you through a simple three step process:
1
Define your retirement shortfall
2
Test various income strategies
3
Implement the strategy that is right for you
There are two types of investors out there; those who have the time to do it themselves, and those who do not. No matter which type of investor you are, we’re here to guide you. Either way, you need to take the first step.
“A goal without a plan is just a wish”
Antoine de Saint-Exupéry
The unfortunate reality is that the financial industry is largely centered around sales, often to the detriment of the investor. We understand why you may see us as you do, and you are right to be cautious. But we are here to serve you, not sell you.
At Insight Folios, we realize that your financial future is not about us, not about our products; it’s about addressing your concerns and solving your problems. We help you build a plan that is your own, and we’re here to give you the confidence to make smart financial decisions.
Financial professionals should exist to serve you, and we’re bringing that back!
April 11, 2024
In this month’s portfolio update, we discuss dividend declarations from various companies, including AT&T’s continuous quarterly dividend since 1881 and General Dynamics’ recent 7.6% dividend increase, which owns the newly…
March 21, 2024
Welcome to this lively edition of the MOPO update, where we’re buzzing with excitement over recent developments in the world of dividends! We kick things off with a bit of…
April 11, 2022
We are faced right now with so many uncertainties. The uncertainty of inflation, the uncertainty of gas prices, the uncertainty of the potential of another global war. I want to help…
July 6, 2021
Perceptions of financial services professionals tend to run the gamut from “They’re all crooks, and I don’t trust a word they say” to “He or she has such an impressive alphabet of…
July 6, 2021
The Insight Folios portfolio consists of 96% American companies, and despite major market fluctuations since December 2018, our dividends have remained consistent. Do you remember how bad the 4th quarter…
August 4, 2020
Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.
April 28, 2020
Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.
April 14, 2020
The current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?
The best way to move forward is to start a simple conversation.
Discover how Insightfolios can review your current situation and provide guidance or validation for your retirement strategy.