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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Am I Saving Enough to Reach My Goals?

This is the second installment in our series on how individual investors can assess their financial health.

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How Am I Doing? An 8-Point Financial Checklist

A question that nags at many people is whether they are on track financially.  Even an average financial life can seem remarkably complex.  How does anyone know whether he or she is doing the...

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The Future of Retail Banking

USA Today ran a story in March on the changing nature of retail banking in America.  This sounds kind of boring, perhaps, but it has broad implications both for bank clients and, potentially, for...

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Is Twitter the Canary in the Coal Mine?

Investors are shrugging off the suggestion that stocks are over-valued or that the technology innovators are a one-way path to riches if the year-to-date performance of Tesla Motors (TSLA) and...

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How Much Do You Need to Save for Retirement?

In the financial advisory business, one of the most pressing and controversial topics is how much money people need to save during their working years in order to provide for long-term retirement...

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Economic Inequality

Income inequality is increasingly acknowledged as a key economic issue for the world.  The topic is a major theme at Davos this year.  Economic inequality is also an increasingly common topic in...

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Is It Worth Betting on the ‘September Swoon’?

People have an understandable interest in patterns in stock market returns.  As we head into September, we can expect the inevitable articles about the so-called ‘September swoon.’  If you look at...

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Parsing the Drop in the Japanese Stock Market

One of the most interesting market stories in the last week is the big drop in the Japanese stock market.  Japan is the third-largest economy in the world, ranked by GDP.  The values of the...

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The Cost of Performance Chasing

As the market rally persists, many investors will no doubt be kicking themselves and wishing that they had bought in earlier.  Some will convince themselves that they better get on board or risk...

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Explaining the Value Premium

Value has persistently outperformed over the long-term.  Why is that?

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