2011 Folio News
Fine-Tune a 401(k) or I.R.A., and Cut Costs
(by John F. Wasik, The New York Times)
September 15, 2011 – You have to dig deep into your retirement accounts to find out how to optimize their performance and bolster your nest egg. It’s almost like a prairie plant. The most important working parts lie well below the surface, yet are worth examining because they are fundamental to long-term growth.
Advisors Say Time is Right for High-Yield Stocks
(by Linda Stern, Reuters)
July 26, 2011 – Prompted by a host of financial and economic developments, a growing number of investment advisers are steering their clients toward dividend-paying stocks.
To Improve Target Date Fund Performance, Folio Uses Relational Diversification
(by Danielle Andrus, AdvisorOne)
July 20, 2011 – Folio Investing, an online brokerage, announced Monday that since launching its suite of target-date funds in 2007, the average return for the 2010, 2020, 2030 and 2040 Moderate target-date folios was 1.13% higher per year than the average return for comparable target-date funds offered by three other mutual fund companies and is up 1.87% per year compared with the universe of target-date funds.
Billionaire Strategies on a Budget
(by Mike Hogan, Barron’s)
July 16, 2011 – New online investment platforms offer similarities to high-end mutual funds and hedge funds but much lower fees and minimums.
Make Money Trading Online
(by Penelope Wang, CNN Money)
June 27, 2011 – Recent price wars and innovations by brokerages benefit not just day traders but also buy-and-hold investors.
The latest in cheap, automated investment advice
(by Linda Stern, Reuters)
June 8, 2011 – Sometimes, off-the-rack is just what you need, especially when it comes to basic, plain-vanilla investment portfolios.
Folio’s Non-Traditional Diversification in Focus
(by Stan Luxenberg, The Street)
June 3, 2011 – Folio Investing, an online broker, has been crowing about its target-date retirement portfolios. Folio says that most of its portfolios have outperformed competitors by wide margins.
Investment Advice for Small Fry
(by Ron Lieber, The New York Times)
May 27, 2011 – Most of us have no business managing our own investments.
Do you have to be rich to open a brokerage account?
(by Matt Krantz, USA Today)
May 16, 2011 – People in Hollywood have their “agent.” And New Yorkers have “their people.” But most investors’ most important person is typically their broker.
Sellers of Portfolios-To-Go May Become Wall Street’s Next Thundering Herd
(by Elizabeth Ody, Bloomberg)
April 8, 2011 – The next thundering herd on Wall Street may be the ranks of low-cost portfolio managers such as MarketRiders and Folio Investing, which cater to self-directed investors.