Never miss a post

Folio Investing Blog

Investment Insights for the Self-Reliant Investor

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

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...

Read More

First Fed Hike & Stock Market

There has been a lot of discussion about the Federal Reserve (Fed) and when it will move its interest rate to something higher than the present 0 to 0.25%. The Fed has been at the zero bound for...

Read More

Investing: What the heck is a Larry Portfolio?

Recently, I wrote a three-part series on how to start investing.

Read More

6 Reasons Why You Don’t Want to Invest Like a Professional Trader

As everyone with a computer knows, the web is shoulder-deep in brokerages, services, and publications that promise to help you invest just like the pros. That’s no surprise. It’s a logical step in...

Read More

Investing Implications of Trends in Household Wealth

Shifting Wealth

A new study released by the Russell Sage Foundation analyzes trends in household wealth over the last twenty years, with a focus on the years surrounding the ‘great recession’ of...

Read More

More Unconventional Failure

Unconventional success from an investment strategy leads to failure for most investors. The excess gains earned by the early adopters of a new investment idea quickly dissipate as growing crowds...

Read More

Explaining the Value Premium

Value has persistently outperformed over the long-term.  Why is that?

Read More

The Strange Case of Apple Stock and Structured Products

Jason Zweig at the Wall Street Journal published a disturbing article that deserves more attention.  The basic story is this.  A number of banks sold a complex financial product to retail...

Read More

Perpetually Out of Step

There is increasing evidence of big flows of money into equities and leaving bonds.  This is being seen at all levels in the market, including among institutional investors such as pension plans. ...

Read More

Invest a smarter way.

Open an Account