June 10, 2026
INS June 2026 MO PO Update
In this month’s MO PO (Monthly Portfolio) update, we review 17 companies that recently declared dividends, making it one of the busiest dividend months of the year. The episode breaks…
Empower Yourself
Accelerate Your Passive Income with Expert Dividend Strategies
For 25 years, we’ve helped hundreds of families plan for retirement and start earning while they sleep, grow while they wait, and turn dividends into generational wealth—with strategies so reliable, 97% of clients stay for life.
Call Us (704) 529-9500
for any questions or concerns
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.
Education Center
Empower Yourself
Plan Your Future
June 10, 2026
INS May 2026 MO PO Update
In this month’s Mo Po (Monthly Portfolio) Update, we follow the cash flow and dividend activity from five companies in the portfolio that went ex-dividend during April. Paul highlights payments…
April 20, 2026
INS April 2026 MO PO Update
This April portfolio update highlights another strong month of dividend performance, with five companies increasing payouts and several others maintaining stability. Notable moves include Qualcomm’s dividend hike alongside a massive…
April 20, 2026
INS March 2026 MO PO Update
This Monthly Portfolio (Mo Po) update recaps a strong month of dividend performance, highlighting six companies that raised their payouts and several others that maintained stability despite a challenging macro…
February 9, 2026
INS February 2026 MO PO Update
In this February Monthly Portfolio Update, we review key market activity from January and highlight companies paying dividends this month, with a focus on recent increases and long-term consistency. Kyle…
January 23, 2026
January ’26 MO PO Update
In our January Monthly Portfolio Update, we kick off the new year with a review of recent dividend activity and what it means for long-term income investors. We highlight continued…
January 23, 2026
Tax Forms You May Receive for the 2025 Tax Year
Below is a detailed overview of the tax forms you may receive, when to expect them, and what to do with each one. Form 1099 (Issued by Schwab) Who receives…
January 16, 2026
INS December ’25 MO PO Update
In this monthly portfolio update, Kyle recaps dividend announcements from November, highlighting companies that increased payouts and those that maintained steady income. The video covers notable raises from ExxonMobil, Realty…
January 8, 2026
2025 Stakeholder Letter : In Reflection of 2025
To Our Stakeholders, Each year, this letter gives us space to pause, reflect, and realign our hearts before pressing forward. It is never written lightly. It is written with gratitude,…
Get Started
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.