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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Smart Financial Moves for Your 30s to Help You Reach Your Financial Goals

People in their 30s often find themselves facing a number of transitions: marriage, children, career advancement, and home buying, to name a few. It’s a stage of life that’s full of challenges,...

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5 Ways to Improve Your Cash Flow and Invest More

For some people, deciding how to invest is the hard part. But for others, finding extra money to put toward investments is even harder. You know investing is important, and you know the more...

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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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Planning for College Costs, Part II

In part 1 of this article, I explored how you can estimate how much college will cost and how much you need to save, going forward, to accumulate enough savings to cover the amount that you plan...

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Planning for College Costs, Part I

As we enter autumn, the leaves start to change and students arrive at college campuses across the country.  For parents, as well as for students, the start of the academic year raises the specter...

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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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Sector Watch: Retail REITs

Real Estate Investment Trusts (REITs) are companies that own and, typically, manage real estate investments to generate income.  REITs may also invest in mortgage securities (these are called...

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Unemployment: Part of the Economic Cycle or Secular Shift?

Bob Huebscher just published an outstanding article on the sustained high level of unemployment in the United States.  The question that he seeks to address is whether we are in the recovery phase...

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Sector Watch: Spotlight Telecommunications Stocks

The telecommunications industry is evolving quickly.  Recent data suggests, for example, that half of all adults in the United States have a tablet or smartphone.  There are many countries that...

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Saving and Investing for Retirement: Part One

We Are In Trouble: Part One of Our Special Five-Part Series

As the presidential election season of 2012 has gotten underway, there is a massive issue that has gotten very little attention: how...

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