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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One Two Punch to the Economy. Still…. YOU WIN!!
March 18, 2020Nobody Likes a Stress-Test… Until It’s Over Stress-testing your financial plan is never fun or ...
The SECURE Act
March 11, 2020What do you need to know about the SECURE Act that passed in December 2019? A look at the...
Coronavirus: Don’t Hit the Panic Button
March 4, 2020Instead of continuing to get caught up in the fearful narrative that surrounds this novel...
Diversification Distraction
January 23, 2020A look at the relative importance and risks of diversification....
Types of Financial Advisers
December 10, 2019There 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, 2019If the Insight Folios method of investing is so good, why isn't everyone in the industry doing...
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...
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4 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, 2020Nobody Likes a Stress-Test… Until It’s Over Stress-testing your financial plan is never fun or ...
0The SECURE Act
March 11, 2020What do you need to know about the SECURE Act that passed in December 2019? A look at the...
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Don’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...
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Traditional IRA Facts
February 25, 2020A traditional IRA is a way to save for retirement with tax-advantages. Here are some facts to...
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The SECURE Act
February 18, 2020The Secure Act does many things; here is a list of the biggest changes....
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Taking Advantage of Employer-Sponsored Retirement Plans
February 11, 2020Understand your employer-sponsored plan! Before you can take advantage of your employer's plan,...
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ABC: Always Being Careful
February 4, 2020Even when following the philosophy of a proven successful investor, care has to be taken. Thus...
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The 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...
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Fisher of Fees
December 24, 2019There are two major issues that need to be dealt with when planning for retirement. First and...
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Should I Get That Extended Warranty?
December 10, 2019There are probably times when it makes good sense to buy the extended warranty. But the...
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2019 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...
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Try 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...
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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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