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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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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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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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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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5 Ways to Improve Your Cash Flow and Invest More

For some people, deciding how to invest is the hard part. But for others, finding extra money to put toward investments is even harder. You know investing is important, and you know the more...

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How ETFs Can Benefit a Diversified Investment Portfolio

Over the past decade, the exchange-traded fund (ETF) has made its way into an increasing number of investors’ portfolios, and it’s not hard to see why. An ETF is a basket of securities that trades...

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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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The Decline of Pensions Leads to Greater Reliance on IRAs and 401(k)s

Over the last several decades, there’s been a gradual decline of pension plan availability in the United States. There was a time when people worked longer and collected less in overall pension...

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