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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Sector Watch: Municipal Bonds

Municipal bonds are issued by states and municipalities and typically have tax advantages relative to other fixed income assets.  In general, income from muni bonds is tax exempt at the federal...

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Managing Your Portfolio’s Exposure to Interest Rates

Today, the yields on ten-year Treasury bonds are at a fifty-year low, and no period prior to the last few years reflects yields that even come close.  From 1962 to 2005, the lowest the 10-year...

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Sector Watch: Retail REITs

Real Estate Investment Trusts (REITs) are companies that own and, typically, manage real estate investments to generate income.  REITs may also invest in mortgage securities (these are called...

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Sector Watch: Spotlight Telecommunications Stocks

The telecommunications industry is evolving quickly.  Recent data suggests, for example, that half of all adults in the United States have a tablet or smartphone.  There are many countries that...

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Saving and Investing for Retirement: Part Five

Effective Actions in an Uncertain World: Part Five of Our Special Five Part Series

There are a number of factors that we need to predict in order to come up with saving and investing strategies...

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Saving and Investing for Retirement: Part Four

Generating Income: Part Four of Our Special Five-Part Series

During their working years, investors focus on saving and investing with a goal of building wealth.  As they enter retirement, either...

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Saving and Investing for Retirement: Part Three

Realities of Investing: Part Three of Our Special Five-Part Series

In the various calculations that project retirement portfolio accumulations through time (such as the two discussed in the...

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Saving and Investing for Retirement: Part Two

Figuring Out Whether You Are On Track: Part Two of Our Special Five-Part Series

Fidelity just came out with a study that estimates that people will need about eight times their final salary level,...

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Saving and Investing for Retirement: Part One

We Are In Trouble: Part One of Our Special Five-Part Series

As the presidential election season of 2012 has gotten underway, there is a massive issue that has gotten very little attention: how...

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Sector Watch: Spotlight on Defensive Strategy

About four and a half years ago, Folio Investing launched an equity (e.g. stock) portfolio that focused on reducing the impact of market volatility.  So-called defensive stocks are those which...

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