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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

A Thoughtful Outlook for 2013

In general, I ignore the spate of market predictions that experts issue at the start of each year.  There are exceptions, and after reading Jason Hsu’s outlook for this year, I am pleased to...

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Falling ETF Fees and What They Mean

Vanguard has just reduced the expense ratios of 24 of its ETFs.  The reductions are fairly substantial.  What I noticed, in particular, is that the reductions include sector-specific ETFs.

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What Are the Core Asset Classes for Income Portfolios?

In a recent post, I presented a list of the ‘core asset classes’ that investors need in order to build portfolios that fully exploit available diversification opportunities.  That article focused...

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Investing for Income vs. Total Return

One of the most-discussed issues in long-term investing is whether to focus on income generation or simply to think in term of total return (price gains plus income).  The discussion of this topic...

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What Are the Core Asset Classes for Total Return Portfolios?

One of the most important questions for investors and advisors is identifying a set of asset classes that will be considered for inclusion in a portfolio.  Some people will decide that all they...

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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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Do We Live in the Golden Age of Investing?

Do we live in the golden age of investing?

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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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Cheap Money + Share Buybacks = Bull Market?

The market rally of the past twelve months may appear somewhat baffling in light of the fact that individual investors have been pulling money out of the market.  The S&P 500 is up 22.5% in the...

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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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