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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Factoring Sequence Risk into Retirement Planning

When building your retirement portfolio, investing in a routine, systematic way can ensure that you purchase assets at random prices over time. So long as the market moves higher in the long run,...

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Understanding Risk and Setting Realistic Expectations

Until the recent global equity sell-off, stocks had been on an upward trajectory for some time, with the S&P 500 Index—a broad measure of U.S. stocks—delivering six straight years of gains. An...

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3 Famous Investors Who Followed Simple Rules—and Got Rich

If you open a newspaper and read about people who’ve made millions investing in hedge funds or private equity investments, you might think it takes a complicated investment strategy to make money...

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Smart-Beta ETFs: Offering Headway or Hype?

We have written in the past about new trends in the ETF marketplace and one of those trends is the emerging popularity of “smart-beta ETFs.” Smart-beta ETFs weight holdings by factors other than...

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Analyzing ETF and Mutual Fund Options for Your Investment Portfolio

Sorting through your list of 401(k) options or looking at ads for mutual funds or exchange-traded funds (ETFs), you may feel overwhelmed by all the choices. But knowing how to approach basic fund...

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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...

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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...

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Long-Term Investing: Avoiding the Urge to Trade

It's easy to talk about ignoring short-term market events and to recommend focusing your attention on the market’s long history of positive returns. It's another thing entirely to sit through the...

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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...

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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...

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