Empower Yourself

Own Your Time|Dreams|Lifestyle|Home|Retirement|Income|Journey|Future|Calendar|Confidence|Return

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:


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

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!

Education Center

Empower Yourself
Plan Your Future

Investing & Planning

Finance 101

Investing

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…

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Investing & Planning

Advisors & Planners

Finance 101

Investing

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…

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Investing & Planning

Advisors & Planners

Finance 101

Investing

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…

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Lifestyle

Retirement

Retirement Planning

Investing & Planning

Finance 101

Life Events

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…

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Retirement

Retirement Planning

Investing & Planning

Advisors & Planners

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…

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Retirement

Income Planning

Retirement Planning

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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Retirement

Income Planning

Carpe Covid

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Retirement

Income Planning

Retirement Planning

Investing & Planning

Investing

Strength in Numbers

Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.

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Retirement

Investing & Planning

Finance 101

Investing

Insight Folio’s “Dividend 30” Portfolio

Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.

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View Our Education Center

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Let’s Plan Your Financial Future


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.












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