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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

What Is a P/E Ratio and Why Does It Matter?

You’ve probably heard financial analysts advise that a stock is overbought or oversold, or that it has a high or low valuation. But what exactly does that mean?  The concept underlying those...

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When Oil Prices Influence Market Sectors, Diversification Can Save Your Portfolio

Oil prices have been making headlines for months now, and it’s no wonder. While it's easy to see the benefits of lower oil prices on consumers, not every market participant has been enjoying the...

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New Trends in the Exchange-Traded Fund (ETF) Marketplace

Many investors are familiar with exchange-traded funds (ETF) by now. ETFs provide broad market exposure through index-tracking investments, and they trade on exchanges like stocks do. They tend to...

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Will the Current European Economy Affect Your Investment Portfolio?

Collectively, the European Union (EU) has the largest economy in the world as measured by gross domestic product (GDP). Last year the total value of all goods and services produced within the...

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How to Determine Whether a Traditional or Roth IRA Works for You

When it comes to investing, one size does not fit all. This is especially the case when it comes to deciding whether to go with a traditional or Roth IRA. Depending on your situation, either one...

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How Bond Market Investors Cope in a Low-Rate Environment

It’s understandable that bond market investors might be frustrated at this point in time. Most already have lower total return expectations than stock market investors, which they accept in...

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The Power of Long-Term Investing: How Long Time Horizons and Low Costs Can Create a Winning Strategy

U.S. stock markets can be a frenzy of activity. There is no shortage of people on TV with a lot to say about where the market is headed and why. However, very few of them have the ability to...

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What to Consider When Creating a Diversified Investment Portfolio

Building an investment portfolio is a very personal process. Before jumping into a variety of different asset classes and market sectors, you need to first determine your overall goals and your...

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Robo Advisor Performance: Beware Hypothetical Returns

Robo advisors have been getting a great deal of press and the rate at which they are attracting new clients and growing assets under management is impressive.  One topic that I have seen nothing...

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A Primer on Portfolio Rebalancing

If you’re a successful long-term investor, you take great care in aligning your investments to an asset allocation that’s appropriate for your goals. Shouldn’t you care just as much about keeping...

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