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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Better Choices for Investors Help Put the Squeeze on Mutual Fund Fees

With all the talk about how fees can negatively impact investment returns, particularly over the long run, it's nice to see the new research showing that mutual fund fees have started to come...

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Income Investors Are Feeling the Squeeze

Investors have been finding it increasingly difficult to generate income in their investment portfolios. This is a problem that impacts many people who rely on portfolio income to live on or to...

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When Oil Prices Influence Market Sectors, Diversification Can Save Your Portfolio

Oil prices have been making headlines for months now, and it’s no wonder. While it's easy to see the benefits of lower oil prices on consumers, not every market participant has been enjoying the...

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Will the Current European Economy Affect Your Investment Portfolio?

Collectively, the European Union (EU) has the largest economy in the world as measured by gross domestic product (GDP). Last year the total value of all goods and services produced within the...

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The Power of Long-Term Investing: How Long Time Horizons and Low Costs Can Create a Winning Strategy

U.S. stock markets can be a frenzy of activity. There is no shortage of people on TV with a lot to say about where the market is headed and why. However, very few of them have the ability to...

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The Intricacies of International Investing

When aiming to create a diversified portfolio, many investors assume that international exposure is a necessary component. This makes sense, considering that roughly half of global stock market...

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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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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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Low Beta Market Sectors

With U.S. equity markets near their record highs and a bull market run that is starting its sixth year, the potential for a correction is a growing concern.  In addition, U.S. equity prices look...

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Different Perspectives on Home Ownership

The question of whether to buy or rent a home is of enormous economic significance for most families. Home equity represents the vast majority of American families’ net worth (see chart below). In...

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