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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Financial Literacy is the Issue of the Month? Try Issue of the Century.

April is Financial Literacy Month.

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Sell in May? 9 Trillion Reasons to Say "No"

The old adage “Sell in May and go away” was good guidance for stock markets last year.  The market peaked on April 29 and bottomed out on October 3.  For a detailed discussion of this period and...

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Sell in May?

This week, I bumped into a friend who remembered my article based on seasonal investing in which I suggested to buy around Halloween and sell in May.  He reminded me that May is soon approaching,...

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The Biggest Unknown in Financial Planning

In a recent blog post, I reviewed a new book on the future of the Equity Risk Premium (ERP).  For those who are not familiar with the ERP, it is the additional return that investors expect to...

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Be Entertained by the Stories; Trust Only the Data

All of us who work in the financial markets have seen narratives like it thousands of times and said something like it ourselves almost as often.  From Alan Abelson in the current Barron’s:

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Housing Prices and the Economy: Is There Any Good News?

New data shows that housing prices are not improving.

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Should You Invest In an Initial Public Offering?

Facebook recently filed for an initial public offering (IPO) to raise $5 billion in its IPO, putting its total valuation at $100 billion. Many investors, both institutional and individual, are...

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From the Portfolioist Bookshelf: "Rethinking the Equity Risk Premium"

Where do we come up with the idea that stocks "should" provide returns substantially greater than bonds?

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The Big Retirement Shift: From Saving Up to Drawing Down

The financial services industry is in a period of substantial change.  Low interest rates, new regulations and additional scrutiny are changing the landscape.  Perhaps the biggest change is the...

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Beyond VIX: The Outlook for Market Risk

A couple of notable statistics pertaining to current market conditions are VIX and implied volatility numbers for the S&P 500 and other major market indexes.  For those who are not familiar with...

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