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Performance and Cost Basis

Charlie Bowers February 8, 2021 Finance 101, Insight Investing Articles, Investing, Investing & Planning

Can I determine my stock’s performance based on its cost basis?  I see this given for each stock I own on my monthly Schwab Account Statement.  Performance and cost basis are the same thing, right?  Can’t I use them interchangeably?   Nope!  Cost basis won’t necessarily …

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How About that Emergency Fund?

Charlie Bowers April 14, 2020 Finance 101, Insight Investing Articles, Investing & Planning, Life Events

The current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?

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Charlie Bowers on WBTV: Coronavirus and Market Uncertainty

Charlie Bowers March 5, 2020 Media Charlie, TV Appearances

Charlie Bowers discusses market volatility, especially as it applies to the current coronavirus scare.

charlie bowersCharlottefinancial advisermarkey volatilityncPaul Dursoretirement planningWBTV

ABC: Always Being Careful

Charlie Bowers February 4, 2020 Finance 101, Insight Investing Articles, Investing, Investing & Planning, Risk Management

Even when following the philosophy of a proven successful investor, care has to be taken. Thus the acronym “ABC” may have a new meaning behind it – Always Being Careful.

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Should I Get That Extended Warranty?

Charlie Bowers December 10, 2019 Life Events

There are probably times when it makes good sense to buy the extended warranty. But the question really is “when” to buy it.

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Charlie Bowers on Fox46: Managing Debt

Charlie Bowers November 25, 2019 Media Charlie, TV Appearances

Debt is becoming the “new normal”. In this segment, Charlie Bowers gives some simple strategies for reigning in debt while planning for a rainy day and retirement.

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I'm Going To Pick The Next Amazon!

I’m Going to Pick the Next Amazon!

Charlie Bowers November 5, 2019 Finance 101, Insight Investing Articles, Investing, Risk Management

It’s been said that diversification is only for folks who don’t know the future…. Well I’m going to go out on a limb and say that is pretty much all of us.

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Travel: Ordinary or Extraordinary? Why you should use a Travel Advisor

Charlie Bowers October 31, 2019 Guest Post

When you work with a travel advisor the benefits can change your trip from just another vacation to the trip of a lifetime.

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Charlie Bowers on Fox46: Holiday Budget

Charlie Bowers October 31, 2019 Media Charlie, TV Appearances

The holiday season is upon us – are you prepared with a sensible spending plan? Charlie Bowers lays out some simple tips for holiday budgeting.

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Please, Tell Me. How Do You Pick Your Investments?

Charlie Bowers October 1, 2019 Finance 101, Income Planning, Income Planning, Insight Investing Articles, Investing, Investing & Planning

A good place to start would be to understand what your investments “need” to do in your retirement portfolio, and in light of your “need,” what investments have the best chances of creating your successful future.

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We Work For You

Yes, we have a fiduciary responsibility to work in your best interests. But more than that, we have a passion to educate you to bring a clarity and understanding of your financial and retirement situation that you can judge for yourself if our recommendations are indeed in your best interest. We empower you to make sound and supportable decisions that could impact the rest of your life.


Established & Experienced

Our advisers have collectively worked for over 100 years in the financial industry and have experienced the financial world from both inside and out. This experience has caused us to rethink much of what we have been taught. Based on the financial world as we know it, we believe there is another approach to financial and retirement planning, as a result, we have created our proprietary Simplicitree® planning system.


Your Money, Your Terms

With our new tools, unbiased and logical results, you can understand what recommendations make sense for your specific situation. With your Simplicitree® plan in hand, you can make informed decisions that build confidence in your future. We are versed in equities, bonds, annuities, life insurance, and many other investment options, but you will never be pressured into an investment. With your plan to support your decisions, you can decide and truly understand what makes sense for you.

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Fee based financial planning and investment advisory services are offered through Insight Folios Inc, a SEC Registered Investment Advisor.
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Insight Folios Inc does not offer legal or tax advice. https://insightfolios.com/20200506_formcrs_174411_insight_folios-adv-part-3/