Tag Archive

Below you'll find a list of all posts that have been tagged as “sc”

America Strong

Paul Durso October 13, 2020 Academy

The Insight Folios portfolio consists of 96% American companies, and despite the major market fluctuations since December 2018, our dividends have remained consistent.

Strength in Numbers

Paul Durso August 4, 2020 Academy, Income Planning, Insight Investing Video, Risk Management

Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.

4 feel good money tips you need to know regarding CoronaVirus news…

Nathan Wilson March 25, 2020 Finance 101, Investing, Life Events, Retirement

Coronavirus is an equal opportunity infector. Let’s put aside the way the media portrays “us versus them”, the partisan views of political parties, and realize we are all Americans and we all are being affected. Here are some feel good money tips.

We Work For You

Yes, we have a fiduciary responsibility to work in your best interests. But more than that, we have a passion to educate you to bring a clarity and understanding of your financial and retirement situation that you can judge for yourself if our recommendations are indeed in your best interest. We empower you to make sound and supportable decisions that could impact the rest of your life.

Established & Experienced

Our advisers have collectively worked for over 100 years in the financial industry and have experienced the financial world from both inside and out. This experience has caused us to rethink much of what we have been taught. Based on the financial world as we know it, we believe there is another approach to financial and retirement planning, as a result, we have created our proprietary Simplicitree® planning system.

Your Money, Your Terms

With our new tools, unbiased and logical results, you can understand what recommendations make sense for your specific situation. With your Simplicitree® plan in hand, you can make informed decisions that build confidence in your future. We are versed in equities, bonds, annuities, life insurance, and many other investment options, but you will never be pressured into an investment. With your plan to support your decisions, you can decide and truly understand what makes sense for you.

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