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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Dividend Stocks and Younger Investors

Controversy swirls around whether younger investors can benefit from emphasizing dividend-paying stocks in their portfolios—a practice normally associated with retirees. But evidence suggests that...

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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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Will the Current European Economy Affect Your Investment Portfolio?

Collectively, the European Union (EU) has the largest economy in the world as measured by gross domestic product (GDP). Last year the total value of all goods and services produced within the...

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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...

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How a Personal Financial Statement Can Guide Your Investment Goals

As investors, we plan for goals such as retirement, funding college for our children, and perhaps even supporting our parents as they get older. In the financial planning process, there are...

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The Future of Retail Banking

USA Today ran a story in March on the changing nature of retail banking in America.  This sounds kind of boring, perhaps, but it has broad implications both for bank clients and, potentially, for...

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Investing for Income vs. Total Return

One of the most-discussed issues in long-term investing is whether to focus on income generation or simply to think in term of total return (price gains plus income).  The discussion of this topic...

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Tax Loss Harvesting: Five Tips to Keep More of What’s Yours

It’s impossible to reliably predict future changes within the investment markets, however there are numerous ways for investors to favorably influence their own results. Important areas to focus...

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