View Our Investment Philosophy
At Insight Folios, we are driven by a single, unwavering mission: to empower our clients to achieve financial independence and peace of mind through the power of dividend investing.
One of our guiding philosophies is that you “plan for income, hope for growth”. Find the confidence you need in retirement, and get a clear picture of how your investments are going to generate the income you need.
Learn about our Risk Tolerance Philosophy
Investing is a deeply personal journey, shaped by a delicate balance between the pursuit of financial goals and the mental stress of dealing with risk.
Teaching ourselves out of a job
is what we do best
February 9, 2026
In this February Monthly Portfolio Update, we review key market activity from January and highlight companies paying dividends this month, with a focus on recent increases and long-term consistency. Kyle…
January 23, 2026
In our January Monthly Portfolio Update, we kick off the new year with a review of recent dividend activity and what it means for long-term income investors. We highlight continued…
January 23, 2026
Below is a detailed overview of the tax forms you may receive, when to expect them, and what to do with each one. Form 1099 (Issued by Schwab) Who receives…
January 16, 2026
In this monthly portfolio update, Kyle recaps dividend announcements from November, highlighting companies that increased payouts and those that maintained steady income. The video covers notable raises from ExxonMobil, Realty…
January 8, 2026
To Our Stakeholders, Each year, this letter gives us space to pause, reflect, and realign our hearts before pressing forward. It is never written lightly. It is written with gratitude,…
November 14, 2025
This month’s Monthly Portfolio Update recap covers two full months of dividend activity, highlighting which companies paid, increased, or maintained their payouts. This video walks through notable updates from major…
September 17, 2025
Welcome back to another edition of the Monthly Portfolio (Mo Po) with your host, Kyle Morgan! In this August update, Kyle brings the energy as he celebrates dividend growth, steady…
August 25, 2025
Get ready for an exciting update with Kyle Morgan as he dives into the “Summer Monthly Portfolio Update” highlights! After a short vacation break, we’re back with a double feature…
June 25, 2025
In this Monthly Portfolio Update, Kyle Morgan recaps key dividend news from May 2025. Of note this month, Johnson & Johnson (JNJ, DIV30 & DIV50) marked its 62nd consecutive year…
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