Never miss a post

Folio Investing Blog

Investment Insights for the Self-Reliant Investor

The Facebook IPO: Why Gambling with Your Portfolio Rarely Pays Off

In the academic finance world, it’s fairly common to find comparisons of investors to gamblers and certain types of stocks have been referred to as ‘lottery tickets.’ I’ve found that this...

Read More

What's Driving the Price of Oil?

Gas prices are not keeping Americans at home this Memorial Day weekend. AAA projects that 34.8 million Americans will travel 50 miles or more this holiday weekend.

Read More

What You Need to Know Before You Invest in an IPO

In light of all the discussion surrounding Facebook's IPO, we thought we'd repost one of our most popular articles that explores the characteristic performance of IPOs.  This article was...

Read More

Are We Hard-Wired To Make Bad Financial Choices?

Proper financial planning that provides for our financial needs in retirement is perhaps the prototypical example of willful blindness. We all know that most people have not saved enough to...

Read More

Does "Low Risk" Outperform?

A new paper by Robert Haugen, president of research house Haugen Custom Financial Systems, and Nardin Baker, chief strategist, Global Alpha, Guggenheim Partners Asset Management, claims that low...

Read More

The Most Common Mistake Investors Make

Each year, the research firm DALBAR publishes their Quantitative Analysis of Investor Behavior.  Every year, the results show that individual investors are their own worst enemies.

Read More

The Hidden Risk in Target Date Funds

Lately, Target Date Funds (TDFs) have been the subject of intense scrutiny and criticism, because investors have realized (in many cases, after the fact) that these types of funds can be very...

Read More

What's Driving the Price of Oil?

There's lot’s of talk right now about the price of oil and, particularly, gasoline.  Oil is trading at more than $104 per barrel and the national average price of gasoline at the pump is $3.80. ...

Read More

Stocks and Shocks: What to Do?

How do we avoid walking into a “left hook” in the markets? That was the discussion this week during a client review.

Read More

Why Mutual Fund Managers May Not Act in Your Best Interest

Jeremy Grantham has produced yet another truly outstanding essay in GMO’s Quarterly Letter to Investors for April 2012.  Never reluctant to take on controversy, he focuses on the ways in which...

Read More

Invest a smarter way.

Open an Account