Insight Folio’s “Dividend 30” Portfolio

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

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What will the impacts of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) be?

The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it mean for you, specifically in regards to your retirement accounts?

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4 feel good money tips you need to know regarding CoronaVirus news…

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.

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Don’t hit the panic button (Can the Coronavirus derail my retirement?)

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.

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Traditional IRA Facts

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

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The SECURE Act

The Secure Act does many things; here is a list of the biggest changes.

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ABC: Always Being Careful

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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The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.

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Fisher of Fees

There are two major issues that need to be dealt with when planning for retirement. First and most important is ensuring that you will have the income you need, and second is the necessity of having a plan.

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If It’s So Good…

I am often asked in regards to the Insight Folios investment strategy “if it’s so good, then why isn’t everyone doing it?” What this question refers to is the use…

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