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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Investments in Tax-Advantaged Accounts

Tax-advantaged accounts, such as IRAs and 401(k) plans, provide a great way to save for retirement. And if your only investments are in tax-advantaged accounts, then your primary focus should be...

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What Pension Plan Phase-Outs Mean for You

How’s your pension doing? If you answered, “great,” you probably belong to one of a few specific job sectors—or an upper age bracket. The more common answer these days is something other than...

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Smart Financial Moves for Your 30s to Help You Reach Your Financial Goals

People in their 30s often find themselves facing a number of transitions: marriage, children, career advancement, and home buying, to name a few. It’s a stage of life that’s full of challenges,...

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5 Ways to Improve Your Cash Flow and Invest More

For some people, deciding how to invest is the hard part. But for others, finding extra money to put toward investments is even harder. You know investing is important, and you know the more...

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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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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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Saving Through the Ages

Reputable financial advisors, websites and your mom say to save for retirement, college, a down payment for a home and emergencies.

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How Much am I Paying in Investment Expenses?

This is the seventh installment in our series on how individual investors can assess their financial health.

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Target Date Strategies Over The Last Five Years

The intent of target date strategies is to provide investors with fully-diversified portfolios that evolve appropriately as investors age.  Target date funds have enjoyed enormous growth over...

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Getting Help in Choosing and Managing a Portfolio

There is currently $5 Trillion invested in Individual Retirement Accounts (IRAs), $4.7 Trillion invested in self-directed retirement plans provided by employers (401(k), 457, and 403(b) plans),...

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