May 22, 2025
Fear Is a Cruel Tyrant: Breaking Free from the Financial Freeze
Ever opened your financial statement, stared at the number, and then closed it with the speed of someone swiping away a horror movie jump scare? Yeah, I’ve been there too….
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For 25 years, we’ve helped hundreds of families plan for retirement and start earning while they sleep, grow while they wait, and turn dividends into generational wealth—with strategies so reliable, 97% of clients stay for life.
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In The News
You have a dream of what retirement looks like
but you’re being held hostage by Wall Street, by uncertainty, and by the simple reality that planning is hard. We understand, and that’s why we’ve built a process to help no matter where you are in your journey.
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.
View Our Investment Philosophy
At Insight Folios, we are driven by a single, unwavering mission: to empower our clients to achieve financial independence and peace of mind through the power of dividend investing.
Our Guiding Principles
Don’t be sold,
be served
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!
Learn about our Risk Tolerance Philosophy
Investing is a deeply personal journey, shaped by a delicate balance between the pursuit of financial goals and the mental stress of dealing with risk.
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May 22, 2025
Can One Generation’s Investments Change the Future? Here’s How.
It sounds grandiose, doesn’t it? The idea that what you do financially today could ripple down and shape the lives of your great-grandchildren. But here’s the kicker—it’s not just possible;…
May 20, 2025
Building Community and Crafting a Legacy – Inside Insight Folios’ Inaugural Client Connect
On May 15, 2025, Insight Folios hosted its first‑ever Client Connect event, bringing together clients from across the United States to foster community and transparency. As Paul Durso opened the session, he explained…
May 16, 2025
Client Connection – May 2025
Welcome to the first-ever Client Connection Event at Insight Folios! We were thrilled to bring our community together from all across the country for this engaging and impactful event. Join…
May 7, 2025
INS April ’25 MO PO Update
In this video, we celebrate the first episode recorded in the new podcast studio and dive into the April portfolio highlights. Several key companies, including IBM, Energy Transfer, Invesco, Phillips…
March 31, 2025
Will Rogers Was Right: Why Dividend Investing is the Smartest Way to Keep Your Money Coming Back
“I’m not so much interested in the return on my money as I am in the return of my money.” — Will Rogers Will Rogers had a way of cutting…
March 31, 2025
The Dinner Table Test: What Are Your Kids Learning About Money?
Let me start with a summary of a story I heard from another advisor: “A client once told me his 11-year-old daughter, while eating chicken nuggets, turned to him and…
March 6, 2025
The Creativity Crisis in Financial Planning: How Divergent Thinking Declined and Left Investors with Cookie-Cutter Strategies
The Problem with Conventional Thinking Financial planning is supposed to be about crafting strategies tailored to individuals' unique goals, risk tolerances, and financial circumstances. Yet, for decades, many advisors have…
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