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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Retirement: Demographics and Destiny

In a recent interview in The Wall Street Journal titled "Bad New for Boomers," Rob Arnott presents a fairly grim view of the retirement income that investors can expect to generate from their...

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Risk, Return and Low Beta Stocks

My article in last week's Advisor Perspectives titled, "The Greatest Anomaly in Finance: Understanding and Exploiting the Outperformance of Low-Beta Stocks," explores what the findings of a 2011...

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What is Your Risk Appetite?

Only one thing always happens in the financial markets: Values fluctuate. Before investing in any market, at any price, in any climate, prudent investors think about how much fluctuation they can...

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Can You Create a 7% Yield Portfolio Focusing on Munis and Dividend Stocks?

In “Can You Get 7% Per Year in Income with Only Moderate Risk?” a blog I wrote back in the beginning of December, I analyzed a portfolio with 7% yield and “moderate” risk.  My analysis suggested...

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