Never miss a post

Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Are Equal-Weight ETFs Here to Stay?

Given the growing number and popularity of ETFs—and given their reputation as a low-cost tool for diversification—it’s important to understand how these investments track the indexes they...

Read More

Growth vs. Value: A Tale of Two Investment Strategies

Building an investment portfolio for the long term means finding a strategy that will work in both the best of times and the worst of times. And with so many investment styles to choose from, it...

Read More

Better Choices for Investors Help Put the Squeeze on Mutual Fund Fees

With all the talk about how fees can negatively impact investment returns, particularly over the long run, it's nice to see the new research showing that mutual fund fees have started to come...

Read More

ETF Expense Ratios: Their Impact on Long-Term Performance

Exchange-traded funds (ETFs) are commonly recognized as a low-cost way to achieve a diversified portfolio. That makes sense: because ETFs are passively managed, they don’t incur the research and...

Read More

Income Investors Are Feeling the Squeeze

Investors have been finding it increasingly difficult to generate income in their investment portfolios. This is a problem that impacts many people who rely on portfolio income to live on or to...

Read More

How ETFs Can Benefit a Diversified Investment Portfolio

Over the past decade, the exchange-traded fund (ETF) has made its way into an increasing number of investors’ portfolios, and it’s not hard to see why. An ETF is a basket of securities that trades...

Read More

3 Insights into the Millennial Investor

Generation Y—also known as the Millennial Generation—refers to the population segment born between the early 1980s and late 1990s. Like most generational cadres, this demographic tends to have a...

Read More

New Trends in the Exchange-Traded Fund (ETF) Marketplace

Many investors are familiar with exchange-traded funds (ETF) by now. ETFs provide broad market exposure through index-tracking investments, and they trade on exchanges like stocks do. They tend to...

Read More

How Bond Market Investors Cope in a Low-Rate Environment

It’s understandable that bond market investors might be frustrated at this point in time. Most already have lower total return expectations than stock market investors, which they accept in...

Read More

What to Consider When Creating a Diversified Investment Portfolio

Building an investment portfolio is a very personal process. Before jumping into a variety of different asset classes and market sectors, you need to first determine your overall goals and your...

Read More

Invest a smarter way.

Open an Account