May 22, 2025
Fear Is a Cruel Tyrant: Breaking Free from the Financial Freeze
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….
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
May 22, 2025
Can One Generation’s Investments Change the Future? Here’s How.
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;…
May 20, 2025
Building Community and Crafting a Legacy – Inside Insight Folios’ Inaugural Client Connect
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…
May 16, 2025
Client Connection – May 2025
Welcome to the first-ever Client Connection Event at Insight Folios! We were thrilled to bring our community together from all across the country for this engaging and impactful event. Join…
May 7, 2025
INS April ’25 MO PO Update
In this video, we celebrate the first episode recorded in the new podcast studio and dive into the April portfolio highlights. Several key companies, including IBM, Energy Transfer, Invesco, Phillips…
March 31, 2025
Will Rogers Was Right: Why Dividend Investing is the Smartest Way to Keep Your Money Coming Back
“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…
March 31, 2025
The Dinner Table Test: What Are Your Kids Learning About Money?
Let me start with a summary of a story I heard from another advisor: “A client once told me his 11-year-old daughter, while eating chicken nuggets, turned to him and…
March 6, 2025
The Creativity Crisis in Financial Planning: How Divergent Thinking Declined and Left Investors with Cookie-Cutter Strategies
The Problem with Conventional Thinking Financial planning is supposed to be about crafting strategies tailored to individuals' unique goals, risk tolerances, and financial circumstances. Yet, for decades, many advisors have…
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