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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Why Industry Bubbles Burst and How to Weather the Storm

With housing prices making a strong recovery since the financial crisis of the late 2000s, it’s worth taking a look at what causes investments or industries to zoom to the stars and then crash...

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What’s the Best Time for Rebalancing Your Portfolio?

Maintaining the right mixture of assets in your portfolio is important to your long-term investment success. Because some investments go up in value over time, and others go down, experts...

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Sector Watch: Spotlight on Healthcare

How healthy is your portfolio? Diversifying your investments means more than just owning a lot of different securities. It’s a matter of owning securities that don’t all move together when markets...

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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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How REITs Can Benefit a Diversified Portfolio

If you own a house, and your home equity represents a hefty portion of your total assets, you may not want or need any more investments in real estate. But if you’re trying flesh out your...

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An Investment Strategy Checkup for the 4th Quarter

Don’t look now, but here comes the 4th quarter. The end of the year is a good time to take a look at whether you’re on track with your investment strategy. Don’t wait until the end of December....

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Don’t React To Every Bit of Stock Market News

When you’re learning to play football, one of the first things any coach will teach you is to watch the other player’s waist. The reason for that is that it’s easy to get faked out by watching the...

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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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Making Sense of Economic Data

The Non-Farm Payroll Report. Crude inventories. The Federal Open Market Committee Minutes. If you aren’t an economist or passionately devoted to the financial media, you might have no clue what...

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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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