August 15, 2024
INS July ’24 MO PO Update
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…
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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:
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Define your retirement shortfall
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Test various income strategies
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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.
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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!
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July 11, 2024
INS June ’24 MO PO Update
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
INS May ’24 MO PO Update
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
INS April ’24 MO PO Update
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
INS Mar 24′ MO PO Update
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
INS Feb 24′ MO PO Update
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
Is the current state of uncertainty causing you to worry?
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
11 Questions to Ask when Interviewing a Prospective Financial Advisor
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
America Strong
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…
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