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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Interest Rate Debate Hinges on 3 Factors

The U.S. Federal Reserve decided against raising the federal funds rate at its latest meeting in September, extending its zero interest rate policy and ramping up the debate about what it will...

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Don’t React To Every Bit of Stock Market News

When you’re learning to play football, one of the first things any coach will teach you is to watch the other player’s waist. The reason for that is that it’s easy to get faked out by watching the...

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Growth vs. Value: A Tale of Two Investment Strategies

Building an investment portfolio for the long term means finding a strategy that will work in both the best of times and the worst of times. And with so many investment styles to choose from, it...

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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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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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Investing Implications of Trends in Household Wealth

Shifting Wealth

A new study released by the Russell Sage Foundation analyzes trends in household wealth over the last twenty years, with a focus on the years surrounding the ‘great recession’ of...

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Is It Worth Betting on the ‘September Swoon’?

People have an understandable interest in patterns in stock market returns.  As we head into September, we can expect the inevitable articles about the so-called ‘September swoon.’  If you look at...

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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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Does "Low Risk" Outperform?

A new paper by Robert Haugen, president of research house Haugen Custom Financial Systems, and Nardin Baker, chief strategist, Global Alpha, Guggenheim Partners Asset Management, claims that low...

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Financial Services for the Masses

JP Morgan has gotten considerable attention in the press for a recent statement that serving clients with less than $100,000 in assets is unprofitable.  Not surprisingly, one response to this...

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