April 8, 2025
Empower Yourself
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Your future is way too important to simply trust someone else to get it right. Empower yourself and get involved in the process.
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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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Plan Your Future
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…
March 6, 2025
The Power of Boredom: Why Boring Portfolios Might Be the Best Investment Strategy
I was in a conversation recently with someone who mentioned that dividend income is rarely discussed in retirement planning conversations. Why? He said, “…. because people think it’s boring.” That…
February 13, 2025
INS FEB ’25 MO PO Update
Welcome to the February 2025 portfolio update with Kyle Morgan. Ever wondered what magic happens in the financial world every month? We’re peeling back the curtain! Dive into our freshly…
January 16, 2025
INS Jan25′ MO PO Update
The monthly portfolio update summarizing dividend activity for December 2024 and welcoming the new year. Key highlights include dividend increases from notable companies: Newcore (+2%), TD Bank (+3%), Franklin Resources…
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