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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Retirement: Demographics and Destiny

In a recent interview in The Wall Street Journal titled "Bad New for Boomers," Rob Arnott presents a fairly grim view of the retirement income that investors can expect to generate from their...

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Financial Services for the Masses

JP Morgan has gotten considerable attention in the press for a recent statement that serving clients with less than $100,000 in assets is unprofitable.  Not surprisingly, one response to this...

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Dr. Andrew Lo: ‘Buy and Hold’ Does Not Work Anymore

Dr. Andrew Lo is a thought leader in the world of portfolio management.

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Risk, Return and Low Beta Stocks

My article in last week's Advisor Perspectives titled, "The Greatest Anomaly in Finance: Understanding and Exploiting the Outperformance of Low-Beta Stocks," explores what the findings of a 2011...

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New Tax Deductions and Limits for 2012

With the start of 2012, there are a number of new tax laws and adjustments. From higher tax bracket thresholds and standard deductions, you’ll have some positive and negative changes to your taxes...

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Calculating the Cost of a College Education

I recently came across a calculator developed by Morningstar to help families estimate future college costs and to determine whether they are on track with saving to meet the future costs of...

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Dividend Stocks vs. Bonds: Are They Worth the Risk?

One of the recurring themes in the financial press in recent years is a warning to income-oriented investors not to pile into dividend-paying stocks to boost portfolio income. The Wall Street...

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The Disappearing Retirement

Well-known financial columnist Robert Powell has a recent article in MarketWatch titled, “Retirement in America is ‘Endangered." The motivation for this piece, he writes, is that retirement...

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Social Networks and Social Capital

As Facebook prepares for its IPO, The Wall Street Journal has published an incredibly relevant article titled “No More Résumés, Say Some Firms.”

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From the Portfolioist Book Shelf: "Risk Less and Prosper" by Zvi Bodie and Rachelle Taqqu

The recently-published book by Zvi Bodie and Rachelle Taqqu, Risk Less and Prosper: Your Guide to Safer Investing, provides a unique perspective on how to meet the challenge of long-term financial...

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