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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Robo Advisor Performance: Beware Hypothetical Returns

Robo advisors have been getting a great deal of press and the rate at which they are attracting new clients and growing assets under management is impressive.  One topic that I have seen nothing...

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Estimating the Real Costs of Investing

One of the least-understood aspects of investing among individual investors is the total costs associated with building and maintaining a portfolio.  In comparison to the huge rises and falls that...

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The Cost of Performance Chasing

As the market rally persists, many investors will no doubt be kicking themselves and wishing that they had bought in earlier.  Some will convince themselves that they better get on board or risk...

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One Advisor’s Approach to Income Investing

Editor’s Note:  John Graves has been an independent financial advisor for 26 years. He is one of the two owners of The Renaissance Group, a Registered Investment Advisor based in Ventura, CA. ...

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Tax Loss Harvesting: Five Tips to Keep More of What’s Yours

It’s impossible to reliably predict future changes within the investment markets, however there are numerous ways for investors to favorably influence their own results. Important areas to focus...

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Financial Products are Sold, Not Bought

Critics of the financial services industry (often with good reason) frequently remind consumers that financial products are typically “sold” rather than “bought” and implore them not to fall into...

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We Have Met The Enemy And He Is Us

Psychologist Walter Mischel’s famous 1972 marshmallow experiment, was designed to study children’s ability to defer gratification.  In the actual experiment, the researchers analyzed how long each...

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