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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Your Stock Split. What Now?

Imagine finding out that the share price of one of your stocks is half what it was just the day before—but you own twice as many shares. Do you fly into a panic or pop a champagne cork? No need to...

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Tax-Advantaged, Tax-Free, and Tax-Deferred? Oh my.

Proper diversification, low expenses and consistent investing are some of the keys to long-term financial success, but that’s only part of the picture. Large portfolios can generate large taxes....

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The Wash Sale Rule: It’s Easy to Get Caught

Many investors engage in tax-loss harvesting towards the end of the year. The crux of this exercise is to sell securities at a loss to offset taxes due on investment gains or other income items....

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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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Are Mutual Fund Fees Jeopardizing Your Retirement Dreams? Know Your Expense Ratio

Investing for retirement is no game. Every dollar counts, because over time, every dollar you save—or fail to save—creates a ripple effect that can significantly impact your quality of life in...

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What Is a P/E Ratio and Why Does It Matter?

You’ve probably heard financial analysts advise that a stock is overbought or oversold, or that it has a high or low valuation. But what exactly does that mean?  The concept underlying those...

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When Oil Prices Influence Market Sectors, Diversification Can Save Your Portfolio

Oil prices have been making headlines for months now, and it’s no wonder. While it's easy to see the benefits of lower oil prices on consumers, not every market participant has been enjoying the...

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How to Determine Whether a Traditional or Roth IRA Works for You

When it comes to investing, one size does not fit all. This is especially the case when it comes to deciding whether to go with a traditional or Roth IRA. Depending on your situation, either one...

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What to Do with Your 401(k): Managing Your Post-Retirement Assets

It can be staggering to consider how much Baby Boomers have accomplished. The Boomer generation changed American politics through their passion, altered our perception of the environment through...

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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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