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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Review of "Pound Foolish" by Helaine Olen

I have been hearing a lot about Pound Foolish: Exposing the Dark Side of the Personal Finance Industry, by Helaine Olen.  Without having read the book, it sounded like a muckraking survey of the...

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Financial Literacy: State of the Union in 2013

April is financial literacy month.  I believe that lack of financial knowledge is one of the most critical problems that our country faces.

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Review of The Affluent Investor by Phil DeMuth

I have known Phil DeMuth for a number of years and I admire his common sense and views on many topics.  Phil authored the recently-published book The Affluent Investor that fills a need in the...

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From the Portfolioist Bookshelf: "The Clash of Generations" by Laurence J. Kotlikoff and Scott Burns

I have just finished reading The Clash of Generations: Saving Ourselves, Our Kids, and Our Economy, the new book authored by Boston University Economics professor Laurence Kotlikoff and well-known...

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Stocks and Shocks: What to Do?

How do we avoid walking into a “left hook” in the markets? That was the discussion this week during a client review.

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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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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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