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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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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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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Income Planning Mistakes
April 2, 2019Today’s thinking is that there is a good chance you could be retired for 30 or more years!...
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Deciding What to Do with Your 401(k) Plan When You Change Jobs
March 26, 2019When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should...
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Growth vs Income
March 5, 2019In this article I want to talk about investment mindsets. Specifically the importance of moving...
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It’s Not the First Time, and Won’t Be the Last
February 26, 2019I recently read a Bloomberg article called “Mom and Pop Sit Out Rally, With Stock Exposure at...
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Financial Resolutions
February 19, 2019For most people, it is not hard to come up with ideas for New Year’s resolutions—things like...
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Caring for Your Aging Parents
February 5, 2019Caring for your aging parents is something you hope you can handle when the time comes, but...
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The path to a successful retirement starts with creating an overall plan
January 29, 2019To live an abundant retirement lifestyle, you can no longer rely solely on a company pension...
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Financial Goals for 2019
January 22, 2019Some people make New Year’s resolutions. Fewer actually stick with them for very long. But...
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Five Things to Watch Out for When Buying Long-Term Care Insurance
January 15, 2019You've researched long-term care insurance (LTCI) and are seriously thinking of buying a...
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Financial education for kids
January 8, 2019When it comes to teaching kids about money, the best piece of advice I can give is… the sooner...
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