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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

How a Personal Financial Statement Can Guide Your Investment Goals

As investors, we plan for goals such as retirement, funding college for our children, and perhaps even supporting our parents as they get older. In the financial planning process, there are...

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Am I Better Off Investing or Paying Down Debt?

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

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Am I Saving Enough in an Emergency Fund?

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

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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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What Happens in A Nation of Renters?

Time magazine has a new article on changes in the home ownership in America.  The article, titled A Nation of Renters: Should We Be Worried That Fewer Americans Own Homes?, explores 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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Choosing and Paying for Higher Education

I am now at an age at which many of my friends have kids preparing for, or going to, college.  I have a few more years to figure out the details, but this is an issue that I have followed for a...

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The Golden Rule of Investing

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.” The operative word is early. William J. Bernstein lays it out in stark language in his book, “The Investor’s...

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Why Bond Yields Scare Me More Than Friday the 13th

Stock investors generally don’t have much to fear on Friday the 13th. Historically, Friday the 13th is a relatively calm day for stocks. Jason Zweig, who writes The Wall Street Journal’s ...

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Financial Literacy is the Issue of the Month? Try Issue of the Century.

April is Financial Literacy Month.

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