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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

What to Do with Your 401(k): Managing Your Post-Retirement Assets

It can be staggering to consider how much Baby Boomers have accomplished. The Boomer generation changed American politics through their passion, altered our perception of the environment through...

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Folio Investing, Motif, and Tailored Portfolios

Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. Motif is a young firm that has gotten a lot of media coverage for...

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How Baby Boomers May Impact Asset Classes and Investment Vehicles in the Future

Some investors may be wondering how the aging baby boomer generation—many of whom are at or near their retirement age—might impact the investment landscape in the future. Baby boomers control a...

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The Decline of Pensions Leads to Greater Reliance on IRAs and 401(k)s

Over the last several decades, there’s been a gradual decline of pension plan availability in the United States. There was a time when people worked longer and collected less in overall pension...

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Retirement Income and Systematic Withdrawals

There’s no shortage of articles about the process of accumulating wealth. We spend our working years deferring part of our incomes into retirement plans and establishing various investment...

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7 Big Ideas for Getting the Most Out of Your Tax Refund

According to the most recent IRS data, the average income tax refund is just over $3,000. Not bad. Too often, though, what seems like a nice fat windfall disappears faster than expected. But...

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Socially Responsible Investing Going Forward

If you’re one of the growing number of people who expect their investment dollars to make the world better and not worse, you’re already involved in socially responsible investing (SRI). The term...

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How a Personal Financial Statement Can Guide Your Investment Goals

As investors, we plan for goals such as retirement, funding college for our children, and perhaps even supporting our parents as they get older. In the financial planning process, there are...

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The Intricacies of International Investing

When aiming to create a diversified portfolio, many investors assume that international exposure is a necessary component. This makes sense, considering that roughly half of global stock market...

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First Fed Hike & Stock Market

There has been a lot of discussion about the Federal Reserve (Fed) and when it will move its interest rate to something higher than the present 0 to 0.25%. The Fed has been at the zero bound for...

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