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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!
November 9, 2024
In this October 24’ MO PO Update, Kyle Morgan discusses recent dividend announcements and adjustments. Two companies, Energy Transfer and AbbVie, have increased their dividends, with Energy Transfer raising its…
October 16, 2024
In this September monthly portfolio report, Kyle Morgan highlights several dividend updates for Insight Folios holdings. Realty Income increased its dividend for the second time this year, continuing a 20-year…
September 16, 2024
In this August portfolio update, we cover key highlights from several of our holdings. Apple is a new addition to the Div 50 portfolio, with a quarterly dividend of $0.25 per share, continuing their 11-year streak of increases. Dover declared a dividend of $0.51 per share, marking their 68th consecutive year of increases. Altria raised their quarterly dividend by 4% to $1.02 per share. Additionally, a number of companies, including Chevron, TD Bank, Exxon, and more, maintained their steady dividend payouts this quarter. If you have any questions, feel free to reach out to us, and we’ll see you next month with more updates.
August 15, 2024
In this episode of the Monthly Portfolio Update, the discussion begins with an overview from Kyle of recent dividend declarations from companies like Western Union, Duke Energy, and Clorox, highlighting…
July 11, 2024
In the June Monthly Portfolio Report, Kyle highlights six companies that maintained their dividend payouts, three that increased them, and none that reduced or cut them. The report begins with…
June 13, 2024
This monthly update from Insight Folios discusses changes in the portfolio for the month of May. Kyle Morgan brings in Charlie Bowers and Paul Durso to explain the decision-making process…
May 10, 2024
Join us for an engaging episode of the April monthly portfolio update, where we dive into a lively rapid-fire segment with a special guest. Discover exciting dividend announcements from major…
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…
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