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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Financial Literacy is the Issue of the Month? Try Issue of the Century.

April is Financial Literacy Month.

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Sell in May? 9 Trillion Reasons to Say "No"

The old adage “Sell in May and go away” was good guidance for stock markets last year.  The market peaked on April 29 and bottomed out on October 3.  For a detailed discussion of this period and...

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The Biggest Unknown in Financial Planning

In a recent blog post, I reviewed a new book on the future of the Equity Risk Premium (ERP).  For those who are not familiar with the ERP, it is the additional return that investors expect to...

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Be Entertained by the Stories; Trust Only the Data

All of us who work in the financial markets have seen narratives like it thousands of times and said something like it ourselves almost as often.  From Alan Abelson in the current Barron’s:

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Should You Invest In an Initial Public Offering?

Facebook recently filed for an initial public offering (IPO) to raise $5 billion in its IPO, putting its total valuation at $100 billion. Many investors, both institutional and individual, are...

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From the Portfolioist Bookshelf: "Rethinking the Equity Risk Premium"

Where do we come up with the idea that stocks "should" provide returns substantially greater than bonds?

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The Big Retirement Shift: From Saving Up to Drawing Down

The financial services industry is in a period of substantial change.  Low interest rates, new regulations and additional scrutiny are changing the landscape.  Perhaps the biggest change is the...

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Risk, Return and Low Beta Stocks

My article in last week's Advisor Perspectives titled, "The Greatest Anomaly in Finance: Understanding and Exploiting the Outperformance of Low-Beta Stocks," explores what the findings of a 2011...

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Calculating the Cost of a College Education

I recently came across a calculator developed by Morningstar to help families estimate future college costs and to determine whether they are on track with saving to meet the future costs of...

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Dividend Stocks vs. Bonds: Are They Worth the Risk?

One of the recurring themes in the financial press in recent years is a warning to income-oriented investors not to pile into dividend-paying stocks to boost portfolio income. The Wall Street...

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