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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.
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.
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.
March 6, 2025
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
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
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
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…
January 16, 2025
To Our Valued Stakeholders, It’s that time of year again—a time when we pause, reflect on the past twelve months, and look with anticipation toward the future. In keeping with…
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…
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Discover how Insightfolios can review your current situation and provide guidance or validation for your retirement strategy.