Ever opened your financial statement, stared at the number, and then closed it with the speed of someone swiping away a horror movie jump scare? Yeah, I’ve been there too….

It sounds grandiose, doesn’t it? The idea that what you do financially today could ripple down and shape the lives of your great-grandchildren. But here’s the kicker—it’s not just possible;…

On May 15, 2025, Insight Folios hosted its first‑ever Client Connect event, bringing together clients from across the United States to foster community and transparency. As Paul Durso opened the session, he explained…

“I’m not so much interested in the return on my money as I am in the return of my money.” — Will Rogers Will Rogers had a way of cutting…

I was in a conversation recently with someone who mentioned that dividend income is rarely discussed in retirement planning conversations. Why? He said, “…. because people think it’s boring.” That…

To Our Valued Stakeholders, It’s that time of year again—a time when we pause, reflect on the past twelve months, and look with anticipation toward the future. In keeping with…

Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.

Coronavirus is an equal opportunity infector. Let’s put aside the way the media portrays “us versus them”, the partisan views of political parties, and realize we are all Americans and we all are being affected. Here are some feel good money tips.

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.

A traditional IRA is a way to save for retirement with tax-advantages.
Here are some facts to consider.