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.
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Fisher of Fees
November 14, 2019The fees your adviser charges you fluctuate with the market; your dividend income does not have to....
Wall Street Watch Dog
July 2, 2019Wall Street has done a masterful job in training you to believe that stocks are intimidating...
The Four Horsemen of the Apocalypse
April 9, 2019Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of...
Stop Buying Raw Land
March 1, 2019Wall Street has a problem. They love to make money, like you and me, but sometimes they make...
What A Difference A Year Makes
March 1, 2019Retirement can be a very scary time in someone's life especially if they are not sure if they...
Measure Twice Cut Once
February 12, 2019Most investors do not know how to properly measure their portfolio progress. We all want to...
Where’s The Beef
January 16, 2019Find where the real money is when you invest. Watch Paul go over the "beef" of your investments....
Company Buyouts
December 5, 2018Knowing whether or not to accepts a company buyout is tough. There are so many variables to...
Quit Drinking the Mutual Fund Cool Aid
November 13, 2018The mutual fund industry has a nice image of low fees and good returns, but what will you find...
Robin Hood Dividend Thief
October 8, 2018You've probably heard of the Robin Hood story. He's the one who takes from the rich and gives...
Renters & Squatters
September 11, 2018Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s...
CYA: Cover Your Assets
August 7, 2018I don’t know about you, but I can’t stand to watch commercials. The biggest reason is not what...
The Growth Gap
July 3, 2018If you have any mutual funds in your portfolio, then you need to watch this!...
Honey I Shrunk the Portfolio
May 14, 2018Do you get frustrated when you open your investment statements and see you lost money? Learn...
Benchmarking Retirement Success
March 20, 2018Why do we look to the market indexes for our benchmark for success or failure with investing?...
Want to Retire? Put Your Money to Work!
February 20, 2018Would you work without getting paid? Then why would you invest without getting paid? Don't be...
The Correction is Coming
February 5, 2018It seems that you can't turn to any media outlet without seeing something about the coming...
Are Market Fluctuations A Bad Thing?
November 15, 2017The market can be a very frustrating place, especially when you look at your account values on...
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Retirement & 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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Saving for Retirement and a Child’s Education at the Same Time
November 12, 2019You want to retire comfortably when the time comes. You also want to help your child go to...
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Estimating Your Retirement Income Needs
October 29, 2019You know how important it is to plan for your retirement, but where do you begin? Your specific...
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On The Road to Retirement, Chart Your Path with a Flashlight – Not A Streetlight
October 22, 2019In some ways, modern investment planning exhibits a streetlight effect - a small focus instead...
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The New Thirty-Somethings
October 15, 2019Every generation has its unique challenges, but parenting has always been one of them. Parents...
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Retirement Planning for Business Owners
October 8, 2019Business owners are particularly vulnerable to some misconceptions and false assumptions about...
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Please, Tell Me. How Do You Pick Your Investments?
October 1, 2019A good place to start would be to understand what your investments “need” to do in your...
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Tax Planning for the Self-Employed
September 24, 2019If you're self-employed, you'll need to pay your own FICA taxes and take charge of your own...
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Can You “Handle” the Next Market Crash?
September 17, 2019If you are like most, you know that there will be another market crash, but you just don’t know...
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Chess, Not Checkers
September 10, 2019How is planning a successful retirement like playing a game of chess? Let’s break down some of...
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Modern Portfolio Theory
September 3, 2019Modern Portfolio Theory has been widely adopted by the financial services industry as the...
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The Retirement Garden
August 27, 2019What does retirement planning have in common with growing a garden? Like the garden, it doesn’t...
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To Convert or NOT To Convert in 5 Easy Steps
June 25, 2019If you have an immediate need for the funds or need them to maintain your current standard of living...
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Can You Really Plan for Long-Term Care?
June 18, 2019Lori and I have our two children, Chuck and Jordan. As any parent, who raised their children...
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Understanding Risk
June 11, 2019Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless,...
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There’s is No Downside to Downsizing
June 4, 2019What is it about the word “downsizing” that creates a feeling of dread in most of us? Is it...
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Wearing Your FInancial Jersey
May 14, 2019What can we learn about retirement planning from the jerseys that players wear while playing...
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Passing Down Your Wealth
April 30, 2019You have done well in life. You’ve saved enough money to last you the rest of your life and...
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The Four Horsemen of the Apocalypse
April 9, 2019Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of...
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