Never miss a post

Folio Investing Blog

Investment Insights for the Self-Reliant Investor

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Am I Effectively Diversified?

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

Read More

Am I Saving Enough to Reach My Goals?

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

Read More

Low Beta Market Sectors

With U.S. equity markets near their record highs and a bull market run that is starting its sixth year, the potential for a correction is a growing concern.  In addition, U.S. equity prices look...

Read More

REITs and the Rally of 2014

There have been a number of surprises for investors in 2014.  Bonds have markedly out-performed stocks for the year-to-date.  The S&P500 is up 2.4% since the start of 2014, as compared to the...

Read More

Invest a smarter way.

Open an Account