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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Looking Past Near-Term Difficulties in China

China has quickly gone from hero to scapegoat of the global economy, bearing the blame for the sharpest sell-off in stocks in the last three years. The policy actions taken by Chinese leaders over...

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Understanding Risk and Setting Realistic Expectations

Until the recent global equity sell-off, stocks had been on an upward trajectory for some time, with the S&P 500 Index—a broad measure of U.S. stocks—delivering six straight years of gains. An...

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Tax-Advantaged, Tax-Free, and Tax-Deferred? Oh my.

Proper diversification, low expenses and consistent investing are some of the keys to long-term financial success, but that’s only part of the picture. Large portfolios can generate large taxes....

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The Wash Sale Rule: It’s Easy to Get Caught

Many investors engage in tax-loss harvesting towards the end of the year. The crux of this exercise is to sell securities at a loss to offset taxes due on investment gains or other income items....

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3 Famous Investors Who Followed Simple Rules—and Got Rich

If you open a newspaper and read about people who’ve made millions investing in hedge funds or private equity investments, you might think it takes a complicated investment strategy to make money...

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Smart-Beta ETFs: Offering Headway or Hype?

We have written in the past about new trends in the ETF marketplace and one of those trends is the emerging popularity of “smart-beta ETFs.” Smart-beta ETFs weight holdings by factors other than...

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Analyzing ETF and Mutual Fund Options for Your Investment Portfolio

Sorting through your list of 401(k) options or looking at ads for mutual funds or exchange-traded funds (ETFs), you may feel overwhelmed by all the choices. But knowing how to approach basic fund...

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Making Sense of Economic Data

The Non-Farm Payroll Report. Crude inventories. The Federal Open Market Committee Minutes. If you aren’t an economist or passionately devoted to the financial media, you might have no clue what...

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Smart Financial Moves for Your 30s to Help You Reach Your Financial Goals

People in their 30s often find themselves facing a number of transitions: marriage, children, career advancement, and home buying, to name a few. It’s a stage of life that’s full of challenges,...

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5 Ways to Improve Your Cash Flow and Invest More

For some people, deciding how to invest is the hard part. But for others, finding extra money to put toward investments is even harder. You know investing is important, and you know the more...

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