September 24, 2026
INS August 2026 MO PO Update
In this August Monthly Portfolio update, we look at the dividend payments that landed during the month and the companies putting a little more income in shareholders’ pockets. Energy Transfer,…
Insight Folios
Our Strategy
Financial Planning is Broken
The financial planning process is broken. Advisors put you in a place where it is very difficult to verify their advice, and to know if that advice is in your best interest.
You are left to question everything. Planning should be for your benefit, not to promote financial products.
Someone has to fix that…
and that someone may be you!
Everybody has a shortfall that must be addressed, whether before or during retirement. Shortfall is the difference between what you have going into retirement and what you want in retirement.
The only way you can solve your shortfall is by adopting investment strategies that provide income.
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.
Use Simplicitree® to discover your shortfall,
and we will empower you to solve it.
Simplicitree® is a true planning tool that puts you in the driver’s seat to verify which income strategies are in your best interest, empowering you to make smart financial decisions.
Predictable Income in Any Market
There is nothing more terrifying to an investor than the belief that the stock market has the power to cause you to run out of money.
This is why we guide our clients to focus on income planning. The goal is to produce predictable income in any market condition so you don’t have to live with that fear.
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.
We are here to guide you to do just that.
You can hire us, stay with your current advisor or fix it yourself, but someone has to solve your shortfall.
No matter what you decide, you have to know which solutions work best for you and why… at Insight Folios, you will be empowered to solve your shortfall with confidence.
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.
Learn more about generating income
Teaching ourselves out of a job
is what we do best
July 27, 2026
INS July 2026 MO PO Update
This month’s MO PO highlights another strong round of dividend payments from companies across the Insight Folios portfolio. We cover Nucor’s remarkable 53-year dividend-growth streak, Starwood’s double-digit yield, and continued…
June 10, 2026
INS June 2026 MO PO Update
In this month’s MO PO (Monthly Portfolio) update, we review 17 companies that recently declared dividends, making it one of the busiest dividend months of the year. The episode breaks…
June 10, 2026
INS May 2026 MO PO Update
In this month’s Mo Po (Monthly Portfolio) Update, we follow the cash flow and dividend activity from five companies in the portfolio that went ex-dividend during April. Paul highlights payments…
April 20, 2026
INS April 2026 MO PO Update
This April portfolio update highlights another strong month of dividend performance, with five companies increasing payouts and several others maintaining stability. Notable moves include Qualcomm’s dividend hike alongside a massive…
April 20, 2026
INS March 2026 MO PO Update
This Monthly Portfolio (Mo Po) update recaps a strong month of dividend performance, highlighting six companies that raised their payouts and several others that maintained stability despite a challenging macro…
February 9, 2026
INS February 2026 MO PO Update
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
January ’26 MO PO Update
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
Tax Forms You May Receive for the 2025 Tax Year
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…
Get Started
Let’s Plan Your Financial Future
The best way to move forward is to start a simple conversation.
Discover how Insightfolios can review your current situation and provide guidance or validation for your retirement strategy.