Failing to perform due diligence when choosing a financial advisor can create many problems, especially as you enter retirement. A great way to begin the necessary vetting process is to put together a list of essential questions to ask your advisor candidate. Candidates must answer these fundamental questions to your satisfaction before being considered.
The Insight Folios portfolio consists of 96% American companies, and despite the major market fluctuations since December 2018, our dividends have remained consistent.
Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.
Stress-testing your financial plan is never fun or easy, but it’s good knowing that your plan will hold up.
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.
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 of dividends to create income. Most investors have a basic misunderstanding of how dividend income …
If the Insight Folios method of investing is so good, why isn’t everyone in the industry doing it? They are! The difference is we believe in transparency while most of the industry focuses on their bottom line.
A good place to start would be to understand what your investments “need” to do in your retirement portfolio, and in light of your “need,” what investments have the best chances of creating your successful future.
Which comes first… growth or income? A look at the emotional impact of market volatility, and the power of dividends.
Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.
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