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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

The SEC Adopts Title III: What to Expect Next in Private Investing

If you don’t normally keep up with the breaking news in SEC regulation, we don’t blame you—but this time, you may want to tune in. Big changes are coming, and they might reshape the way you invest.

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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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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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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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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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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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Investing in Stocks During Retirement

If you’re like most people, investing in stocks during your working years offers one of your best opportunities for growing a nest egg large enough for a comfortable retirement. And when...

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Understanding Risk and Setting Realistic Expectations

Until the recent global equity sell-off, stocks had been on an upward trajectory for some time, with the S&P 500 Index—a broad measure of U.S. stocks—delivering six straight years of gains. An...

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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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