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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

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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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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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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The High Cost of the July 4th Cookout

Many Americans will be feeling the effects of higher commodity prices this 4th of July.

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Proving the Value of Risk Management in Retirement Planning

The Wall Street Journal’s recent article, “Same Returns, Less Risk” discusses different approaches to managing portfolio risk while maintaining exposure to potential returns available from stocks...

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Safety Not Guaranteed

I haven’t seen it yet,  but I love the conceit behind the indie film Safety Not Guaranteed, which has opened to excellent reviews.  The words of the title are found in a mysterious classified ad...

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The Hidden Risk in Target Date Funds

Lately, Target Date Funds (TDFs) have been the subject of intense scrutiny and criticism, because investors have realized (in many cases, after the fact) that these types of funds can be very...

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Sell in May?

This week, I bumped into a friend who remembered my article based on seasonal investing in which I suggested to buy around Halloween and sell in May.  He reminded me that May is soon approaching,...

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Be Entertained by the Stories; Trust Only the Data

All of us who work in the financial markets have seen narratives like it thousands of times and said something like it ourselves almost as often.  From Alan Abelson in the current Barron’s:

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