Investing Insights
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Performance and Cost Basis
February 8, 2021Can I determine my stock’s performance based on its cost basis? I see this given for each stoc...
0Insight Folio’s “Dividend 30” Portfolio
April 28, 2020Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a...
0How About that Emergency Fund?
April 14, 2020The current Coronavirus situation has highlighted for many the need for a sufficient emergency...
0What will the impacts of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) be?
April 1, 2020The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it...
04 feel good money tips you need to know regarding CoronaVirus news…
March 25, 2020Coronavirus is an equal opportunity infector. Let's put aside the way the media portrays "us...
0One Two Punch to the Economy. Still…. YOU WIN!!
March 18, 2020Stress-testing your financial plan is never fun or easy, but it’s good knowing that your plan...
0The SECURE Act
March 11, 2020What do you need to know about the SECURE Act that passed in December 2019? A look at the...
0Don’t hit the panic button (Can the Coronavirus derail my retirement?)
March 3, 2020While I do believe our economy will be affected by this global scare, I do not believe it will...
0Traditional IRA Facts
February 25, 2020A traditional IRA is a way to save for retirement with tax-advantages. Here are some facts to...
0The SECURE Act
February 18, 2020The Secure Act does many things; here is a list of the biggest changes....
0Taking Advantage of Employer-Sponsored Retirement Plans
February 11, 2020Understand your employer-sponsored plan! Before you can take advantage of your employer's plan,...
0ABC: Always Being Careful
February 4, 2020Even when following the philosophy of a proven successful investor, care has to be taken. Thus...
0The Benefits of Tax-Advantaged Savings Vehicles
January 7, 2020Taxes can take a big bite out of your total investment returns, so it's helpful to look for...
0Fisher of Fees
December 24, 2019There are two major issues that need to be dealt with when planning for retirement. First and...
0Should I Get That Extended Warranty?
December 10, 2019There are probably times when it makes good sense to buy the extended warranty. But the...
02019 IRA Contribution Limits and Tax Tables
December 3, 2019It's that time of year again! Time to look at your IRA contributions and plan for the best...
0Try Doing Nothing: But Not About Your Money
November 26, 2019"Doing nothing" can be good; however you can’t "do nothing" about your money. Being proactive...
0If It’s So Good…
November 20, 2019If the Insight Folios method of investing is so good, why isn't everyone in the industry doing...
0Retirement & Flying
November 19, 2019Even the best pilot in the world needs help to get from point A to point B. No matter how long...
0Fisher of Fees
November 14, 2019The fees your adviser charges you fluctuate with the market; your dividend income does not have to....
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