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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

The Hidden Risk in Target Date Funds

Lately, Target Date Funds (TDFs) have been the subject of intense scrutiny and criticism, because investors have realized (in many cases, after the fact) that these types of funds can be very...

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What's Driving the Price of Oil?

There's lot’s of talk right now about the price of oil and, particularly, gasoline.  Oil is trading at more than $104 per barrel and the national average price of gasoline at the pump is $3.80. ...

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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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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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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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The Disappearing Retirement

Well-known financial columnist Robert Powell has a recent article in MarketWatch titled, “Retirement in America is ‘Endangered." The motivation for this piece, he writes, is that retirement...

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From the Portfolioist Book Shelf: "Risk Less and Prosper" by Zvi Bodie and Rachelle Taqqu

The recently-published book by Zvi Bodie and Rachelle Taqqu, Risk Less and Prosper: Your Guide to Safer Investing, provides a unique perspective on how to meet the challenge of long-term financial...

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