Investing Insights

Here at Insight Folios, we are passionate and dedicated to education. Not only do we want to stay on the cutting edge of fiduciary advice, but we want to pass that knowledge to our clients as well.



The last thing a student wants, is a boring teacher! We work extra hard to not only engage our clients but to be a solid source of education.


Insight Folios is passionate about being educated and transferring that knowledge into the families we are so bless to serve.


Do you want to depend on someone or be able to do it yourself? Our clients are empowered to take control of their financial future!
Income Planning
Risk Management


September 15, 2020

A look at how the CARES Act can help those under 59 1/2 benefit from IRA to Roth conversions....

Strength in Numbers

August 4, 2020

Paul takes a closer look at current market conditions and the performance of the Insight Folios...


March 11, 2020

What do you need to know about the SECURE Act that passed in December 2019? A look at the...

Types of Financial Advisers

December 10, 2019

There is more than one type of Financial Adviser out there - do you know which type is the best...

If It’s So Good…

November 20, 2019

If the Insight Folios method of investing is so good, why isn't everyone in the industry doing...

Fisher of Fees

November 14, 2019

The fees your adviser charges you fluctuate with the market; your dividend income does not have to....

Wall Street Watch Dog

July 2, 2019

Wall Street has done a masterful job in training you to believe that stocks are intimidating...

Stop Buying Raw Land

March 1, 2019

Wall Street has a problem. They love to make money, like you and me, but sometimes they make...

Measure Twice Cut Once

February 12, 2019

Most investors do not know how to properly measure their portfolio progress. We all want to...

Where’s The Beef

January 16, 2019

Find where the real money is when you invest. Watch Paul go over the "beef" of your investments....

Company Buyouts

December 5, 2018

Knowing whether or not to accepts a company buyout is tough. There are so many variables to...

Robin Hood Dividend Thief

October 8, 2018

You've probably heard of the Robin Hood story. He's the one who takes from the rich and gives...

Renters & Squatters

September 11, 2018

Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s...

CYA: Cover Your Assets

August 7, 2018

I don’t know about you, but I can’t stand to watch commercials. The biggest reason is not what...

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