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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Political Shift in White House Unlikely to Clip Stock Market

The stock market loathes uncertainty. And with a presidential election year nearly upon us, there should be plenty of questions facing stocks as a crowded field of Republican candidates and two...

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6 Investing Fads That Seemed Like a Good Idea…At the Time

Got a great tip on the next big thing? Before you jump in, take a moment to reflect on some of the investing fads we’ve seen before—and where they are now. Investing fads usually spring from some...

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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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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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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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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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Factoring Sequence Risk into Retirement Planning

When building your retirement portfolio, investing in a routine, systematic way can ensure that you purchase assets at random prices over time. So long as the market moves higher in the long run,...

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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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