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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

The Collapse of the American Net Worth

Many of you are painfully aware of how many friends or family members are out of work, now under-employed, or who have lost their homes. Geoff Considine, a leading contributor to the Portfolioist,...

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The High Cost of the July 4th Cookout

Many Americans will be feeling the effects of higher commodity prices this 4th of July.

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Proving the Value of Risk Management in Retirement Planning

The Wall Street Journal’s recent article, “Same Returns, Less Risk” discusses different approaches to managing portfolio risk while maintaining exposure to potential returns available from stocks...

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Safety Not Guaranteed

I haven’t seen it yet,  but I love the conceit behind the indie film Safety Not Guaranteed, which has opened to excellent reviews.  The words of the title are found in a mysterious classified ad...

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How Much Risk Should A 65-Year-Old Take?

Stacy Schaus, Executive Vice President at PIMCO and her colleague, Ying Gao, recently wrote a white paper titled, “Loss Capacity Drives 401(k) Investment Default Evaluation” that tackles some of...

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The Case for Dividend-Focused Investing

Morningstar’s recently published article called “Our Favorite Dividend ETFs for 2012” makes the case for investing in stocks on the basis of dividend yield.  I also recently published an article...

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Why Doesn't Everyone Use Passive Investing?

If passive investing is so successful, why is it that so few investors actually use this approach to construct and manage their portfolios?

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From the Portfolioist Bookshelf: "The Clash of Generations" by Laurence J. Kotlikoff and Scott Burns

I have just finished reading The Clash of Generations: Saving Ourselves, Our Kids, and Our Economy, the new book authored by Boston University Economics professor Laurence Kotlikoff and well-known...

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Are 401(k) Fees Consuming 30% of Our Lifetime Savings?

There is a story getting considerable coverage this week about a study that finds that an average family may end up having 30% less in total lifetime accumulated wealth in their 401(k) plans due...

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We Have Met The Enemy And He Is Us

Psychologist Walter Mischel’s famous 1972 marshmallow experiment, was designed to study children’s ability to defer gratification.  In the actual experiment, the researchers analyzed how long each...

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