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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

A Primer on Portfolio Rebalancing

If you’re a successful long-term investor, you take great care in aligning your investments to an asset allocation that’s appropriate for your goals. Shouldn’t you care just as much about keeping...

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How Baby Boomers May Impact Asset Classes and Investment Vehicles in the Future

Some investors may be wondering how the aging baby boomer generation—many of whom are at or near their retirement age—might impact the investment landscape in the future. Baby boomers control a...

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Retirement Income and Systematic Withdrawals

There’s no shortage of articles about the process of accumulating wealth. We spend our working years deferring part of our incomes into retirement plans and establishing various investment...

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Is the Fed Really "Stealing from Savers"?

In a recent article on MarketWatch, Chris Martenson asserts that the Fed's low interest rate policy and quantitative easing in recent years is deliberately stealing from savers. This article has...

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Are My Investment Decisions Tax Efficient?

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

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How Much am I Paying in Investment Expenses?

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

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Am I Effectively Diversified?

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

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Is My Portfolio at the Right Risk Level?

This is the fifth 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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Goldman Sachs Predicts 4.5% 10-year Treasury Yields

Goldman Sachs just came out with a prediction that 10-year Treasury bond yields will rise to 4.5% by 2018 and the S&P 500 will provide 6% annualized returns over that same period.  The driver for...

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