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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Robo Advisor Performance: Beware Hypothetical Returns

Robo advisors have been getting a great deal of press and the rate at which they are attracting new clients and growing assets under management is impressive.  One topic that I have seen nothing...

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A Primer on Portfolio Rebalancing

If you’re a successful long-term investor, you take great care in aligning your investments to an asset allocation that’s appropriate for your goals. Shouldn’t you care just as much about keeping...

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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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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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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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Oil, Markets, Volatility

Sharply lower oil prices have occasioned a huge discussion about their impact. We see it play out daily in newspapers, on TV and radio, at websites, on blogs, and in market letters. The range of...

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Is the Fed Really "Stealing from Savers"?

In a recent article on MarketWatch, Chris Martenson asserts that the Fed's low interest rate policy and quantitative easing in recent years is deliberately stealing from savers. This article has...

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