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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

The SEC Adopts Title III: What to Expect Next in Private Investing

If you don’t normally keep up with the breaking news in SEC regulation, we don’t blame you—but this time, you may want to tune in. Big changes are coming, and they might reshape the way you invest.

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What’s the Best Time for Rebalancing Your Portfolio?

Maintaining the right mixture of assets in your portfolio is important to your long-term investment success. Because some investments go up in value over time, and others go down, experts...

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Sector Watch: Spotlight on Healthcare

How healthy is your portfolio? Diversifying your investments means more than just owning a lot of different securities. It’s a matter of owning securities that don’t all move together when markets...

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Investments in Tax-Advantaged Accounts

Tax-advantaged accounts, such as IRAs and 401(k) plans, provide a great way to save for retirement. And if your only investments are in tax-advantaged accounts, then your primary focus should be...

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Dividend Stocks and Younger Investors

Controversy swirls around whether younger investors can benefit from emphasizing dividend-paying stocks in their portfolios—a practice normally associated with retirees. But evidence suggests that...

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How REITs Can Benefit a Diversified Portfolio

If you own a house, and your home equity represents a hefty portion of your total assets, you may not want or need any more investments in real estate. But if you’re trying flesh out your...

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Investing in Stocks During Retirement

If you’re like most people, investing in stocks during your working years offers one of your best opportunities for growing a nest egg large enough for a comfortable retirement. And when...

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Factoring Sequence Risk into Retirement Planning

When building your retirement portfolio, investing in a routine, systematic way can ensure that you purchase assets at random prices over time. So long as the market moves higher in the long run,...

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Smart-Beta ETFs: Offering Headway or Hype?

We have written in the past about new trends in the ETF marketplace and one of those trends is the emerging popularity of “smart-beta ETFs.” Smart-beta ETFs weight holdings by factors other than...

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Analyzing ETF and Mutual Fund Options for Your Investment Portfolio

Sorting through your list of 401(k) options or looking at ads for mutual funds or exchange-traded funds (ETFs), you may feel overwhelmed by all the choices. But knowing how to approach basic fund...

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