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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Investments in Tax-Advantaged Accounts

Tax-advantaged accounts, such as IRAs and 401(k) plans, provide a great way to save for retirement. And if your only investments are in tax-advantaged accounts, then your primary focus should be...

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IRA Contribution Information for 2015

The end of 2015 will be here before you know it. It’s time to start planning now for maximizing your IRA contributions. Late last year, the IRS announced its 2015 retirement plan contribution and...

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Investors Leading a Low Cost Revolution

Shopping around can save you money at the grocery store, the car dealership, and perhaps most importantly, in your investment portfolio. More investors than ever realize that one of the keys to a...

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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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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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ETF Expense Ratios: Their Impact on Long-Term Performance

Exchange-traded funds (ETFs) are commonly recognized as a low-cost way to achieve a diversified portfolio. That makes sense: because ETFs are passively managed, they don’t incur the research and...

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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 Consider When Creating a Diversified Investment Portfolio

Building an investment portfolio is a very personal process. Before jumping into a variety of different asset classes and market sectors, you need to first determine your overall goals and your...

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Beyond VIX: The Outlook for Market Risk

A couple of notable statistics pertaining to current market conditions are VIX and implied volatility numbers for the S&P 500 and other major market indexes.  For those who are not familiar with...

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Financial Services for the Masses

JP Morgan has gotten considerable attention in the press for a recent statement that serving clients with less than $100,000 in assets is unprofitable.  Not surprisingly, one response to this...

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