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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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