August 15, 2024
INS July ’24 MO PO Update
In this episode of the Monthly Portfolio Update, the discussion begins with an overview from Kyle of recent dividend declarations from companies like Western Union, Duke Energy, and Clorox, highlighting…
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.
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 more about generating income
Teaching ourselves out of a job
is what we do best
July 11, 2024
INS June ’24 MO PO Update
In the June Monthly Portfolio Report, Kyle highlights six companies that maintained their dividend payouts, three that increased them, and none that reduced or cut them. The report begins with…
June 13, 2024
INS May ’24 MO PO Update
This monthly update from Insight Folios discusses changes in the portfolio for the month of May. Kyle Morgan brings in Charlie Bowers and Paul Durso to explain the decision-making process…
May 10, 2024
INS April ’24 MO PO Update
Join us for an engaging episode of the April monthly portfolio update, where we dive into a lively rapid-fire segment with a special guest. Discover exciting dividend announcements from major…
April 11, 2024
INS Mar 24′ MO PO Update
In this month’s portfolio update, we discuss dividend declarations from various companies, including AT&T’s continuous quarterly dividend since 1881 and General Dynamics’ recent 7.6% dividend increase, which owns the newly…
March 21, 2024
INS Feb 24′ MO PO Update
Welcome to this lively edition of the MOPO update, where we’re buzzing with excitement over recent developments in the world of dividends! We kick things off with a bit of…
April 11, 2022
Is the current state of uncertainty causing you to worry?
We are faced right now with so many uncertainties. The uncertainty of inflation, the uncertainty of gas prices, the uncertainty of the potential of another global war. I want to help…
July 6, 2021
11 Questions to Ask when Interviewing a Prospective Financial Advisor
Perceptions of financial services professionals tend to run the gamut from “They’re all crooks, and I don’t trust a word they say” to “He or she has such an impressive alphabet of…
July 6, 2021
America Strong
The Insight Folios portfolio consists of 96% American companies, and despite major market fluctuations since December 2018, our dividends have remained consistent. Do you remember how bad the 4th quarter…
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