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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Choosing and Paying for Higher Education

I am now at an age at which many of my friends have kids preparing for, or going to, college.  I have a few more years to figure out the details, but this is an issue that I have followed for a...

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The Great Rotation?

The financial media loves a catch phrase and, with the apparent emotional hook of the ‘fiscal cliff’ diminished, we needed a new one.  The current best candidate is the so-called ‘Great...

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The Strange Case of Apple Stock and Structured Products

Jason Zweig at the Wall Street Journal published a disturbing article that deserves more attention.  The basic story is this.  A number of banks sold a complex financial product to retail...

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The Yield Paradox

I have been struggling to understand a problem that I am going to refer to as the ‘yield paradox.’  Yields for individual asset classes look low.  The 10-year Treasury bond is yielding about 1.9%,...

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Target Date Strategies Over The Last Five Years

The intent of target date strategies is to provide investors with fully-diversified portfolios that evolve appropriately as investors age.  Target date funds have enjoyed enormous growth over...

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Perpetually Out of Step

There is increasing evidence of big flows of money into equities and leaving bonds.  This is being seen at all levels in the market, including among institutional investors such as pension plans. ...

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Folio Investing Celebrates Its Target Date Folios' Five-Year Record of Outperformance

Folio Investing's Successful ETF-Based Alternative to Legacy Target-Date Funds Offers Superior Diversification, Risk Targeting and Flexibility; Firm Seeks Distribution Partner to Broaden...

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Top Ten Ways to Deal with Behavioral Biases

Pretty much since the day I wrote it, my Investors’ 10 Most Common Behavioral Biases has been the most popular post on this blog.  It still gets a surprising number of hits all these months...

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Apple’s Share Price and Behavioral Finance

The price of a share of Apple (AAPL) is almost 30% below the high that it set back in September 2012—about five months ago.  Even before its peak, the price of Apple shares had already made it the

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One Advisor’s Approach to Income Investing

Editor’s Note:  John Graves has been an independent financial advisor for 26 years. He is one of the two owners of The Renaissance Group, a Registered Investment Advisor based in Ventura, CA. ...

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