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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

The Golden Rule of Investing

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.” The operative word is early. William J. Bernstein lays it out in stark language in his book, “The Investor’s...

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The Challenge of Long-Term Income: Part I

Portfolio Income: The Trouble With Treasury Bonds

The current economic environment is making it very hard for investors to generate reasonable levels of income through traditional means such as...

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The End of ‘The Cult of Equity’?

One of the defining features of the last twenty years has been a persistent and fairly continuous belief that investing in the stock market was something of a sure road to wealth.  The downturns...

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Investors' 10 Most Common Behavioral Biases

Barry Ritholz (of The Big Picture and a Sunday Business columnist at The Washington Post) recently contributed Investors’ 10 most common mistakes to The Washington Post Business Section quarterly...

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What is Your Pension Really Worth?

Last week, we posted an article from Michael Lewitt, Vice President and Portfolio Manager at Cumberland Advisors called "The Pension Dilemma" that talked about how America’s largest pension fund,...

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The Collapse of the American Net Worth

Many of you are painfully aware of how many friends or family members are out of work, now under-employed, or who have lost their homes. Geoff Considine, a leading contributor to the Portfolioist,...

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Proving the Value of Risk Management in Retirement Planning

The Wall Street Journal’s recent article, “Same Returns, Less Risk” discusses different approaches to managing portfolio risk while maintaining exposure to potential returns available from stocks...

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How Much Risk Should A 65-Year-Old Take?

Stacy Schaus, Executive Vice President at PIMCO and her colleague, Ying Gao, recently wrote a white paper titled, “Loss Capacity Drives 401(k) Investment Default Evaluation” that tackles some of...

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The Case for Dividend-Focused Investing

Morningstar’s recently published article called “Our Favorite Dividend ETFs for 2012” makes the case for investing in stocks on the basis of dividend yield.  I also recently published an article...

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From the Portfolioist Bookshelf: "The Clash of Generations" by Laurence J. Kotlikoff and Scott Burns

I have just finished reading The Clash of Generations: Saving Ourselves, Our Kids, and Our Economy, the new book authored by Boston University Economics professor Laurence Kotlikoff and well-known...

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