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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Are Equal-Weight ETFs Here to Stay?

Given the growing number and popularity of ETFs—and given their reputation as a low-cost tool for diversification—it’s important to understand how these investments track the indexes they...

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Growth vs. Value: A Tale of Two Investment Strategies

Building an investment portfolio for the long term means finding a strategy that will work in both the best of times and the worst of times. And with so many investment styles to choose from, it...

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Better Choices for Investors Help Put the Squeeze on Mutual Fund Fees

With all the talk about how fees can negatively impact investment returns, particularly over the long run, it's nice to see the new research showing that mutual fund fees have started to come...

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Long-Term Investing: Avoiding the Urge to Trade

It's easy to talk about ignoring short-term market events and to recommend focusing your attention on the market’s long history of positive returns. It's another thing entirely to sit through the...

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ETF Expense Ratios: Their Impact on Long-Term Performance

Exchange-traded funds (ETFs) are commonly recognized as a low-cost way to achieve a diversified portfolio. That makes sense: because ETFs are passively managed, they don’t incur the research and...

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Income Investors Are Feeling the Squeeze

Investors have been finding it increasingly difficult to generate income in their investment portfolios. This is a problem that impacts many people who rely on portfolio income to live on or to...

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The Volatility of Volatility: What You Need to Know About the VIX

Volatility is often perceived by investors as a negative. No one likes to think about the likelihood that their stock prices will move in the wrong direction. And a high level of volatility can...

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How ETFs Can Benefit a Diversified Investment Portfolio

Over the past decade, the exchange-traded fund (ETF) has made its way into an increasing number of investors’ portfolios, and it’s not hard to see why. An ETF is a basket of securities that trades...

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3 Insights into the Millennial Investor

Generation Y—also known as the Millennial Generation—refers to the population segment born between the early 1980s and late 1990s. Like most generational cadres, this demographic tends to have a...

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Are Mutual Fund Fees Jeopardizing Your Retirement Dreams? Know Your Expense Ratio

Investing for retirement is no game. Every dollar counts, because over time, every dollar you save—or fail to save—creates a ripple effect that can significantly impact your quality of life in...

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