Never miss a post

Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Am I Better Off Investing or Paying Down Debt?

This is the fourth installment in our series on how individual investors can assess their financial health.

Read More

Am I Saving Enough in an Emergency Fund?

This is the third installment in our series on how individual investors can assess their financial health.

Read More

Am I Saving Enough to Reach My Goals?

This is the second installment in our series on how individual investors can assess their financial health.

Read More

How Am I Doing? An 8-Point Financial Checklist

A question that nags at many people is whether they are on track financially.  Even an average financial life can seem remarkably complex.  How does anyone know whether he or she is doing the...

Read More

The Future of Retail Banking

USA Today ran a story in March on the changing nature of retail banking in America.  This sounds kind of boring, perhaps, but it has broad implications both for bank clients and, potentially, for...

Read More

Goldman Sachs Predicts 4.5% 10-year Treasury Yields

Goldman Sachs just came out with a prediction that 10-year Treasury bond yields will rise to 4.5% by 2018 and the S&P 500 will provide 6% annualized returns over that same period.  The driver for...

Read More

Investing Implications of Trends in Household Wealth

Shifting Wealth

A new study released by the Russell Sage Foundation analyzes trends in household wealth over the last twenty years, with a focus on the years surrounding the ‘great recession’ of...

Read More

Low Beta Market Sectors

With U.S. equity markets near their record highs and a bull market run that is starting its sixth year, the potential for a correction is a growing concern.  In addition, U.S. equity prices look...

Read More

REITs and the Rally of 2014

There have been a number of surprises for investors in 2014.  Bonds have markedly out-performed stocks for the year-to-date.  The S&P500 is up 2.4% since the start of 2014, as compared to the...

Read More

Understanding How Fund Performance Comparisons Overstate Returns

Every investor has, I hope, read the standard disclaimer on mutual fund and ETF performance documents that ‘past performance does not predict future performance,’ or other text to that effect....

Read More

Invest a smarter way.

Open an Account