2008 Press Releases
Capital Gains Taxes: Top Tips from Folio Investing
12/22/2008 – Capital gains tax is a tax incurred on the profit realized from the sale of an asset that was purchased at a lower price. You need to factor these gains into your overall tax liability and plan accordingly so you don’t get hit with an unexpectedly large tax bill when it comes time to file your return.
FOLIOfn Offers a Safe Haven for Cash During Turbulent Markets, Thanks to Unique Extended FDIC Insurance Offering
09/24/2008 – Due to the current turbulence in financial markets, many investors are worried about the safety of their cash in money market funds. FOLIOfn Investments Inc., the innovative online securities firm, has the perfect solution.
Customer Communication: Achieving Your Investment Goals in an Uncertain Market Environment
09/17/2008 – In times of financial uncertainty, it is important to remain focused on why we invest—to build wealth and to improve our standard of living. The current crisis gripping some of the players in the financial markets does not change these fundamental and long-term goals or the techniques for achieving them.
Greg Vigrass, President of FOLIOfn Institutional, to Speak at “The 2008 World Money Show” in Las Vegas on May 13th
05/13/2008 – FOLIOfn Investments, Inc., the innovative online securities firm, announced that Greg Vigrass, President of FOLIOfn Institutional, will give a presentation at The Money Show today in Las Vegas.
FOLIOfn Teams with Genocide Intervention Network and Launches First Ever Genocide-Free Stock Screening Tool
05/12/2008 – The Genocide Intervention Network and FOLIOfn Investments® are proud to announce the launch of the first stock screening tool that empowers investors to build investment portfolios free of companies profiting from and supporting genocide in Sudan.
New Vision Financial Partners with FOLIOfn to Make Better Investing Available to Multicultural Markets via African American Church Network
04/16/2008 – New Vision Financial, Inc., a financial services firm focused on serving multicultural markets, has joined forces with FOLIOfn Investments, Inc. (www.FOLIOfn.com), the innovative online brokerage firm and provider of investment services and products, to make better investing available to multicultural markets.
FOLIOfn Launches Bear Market Folios Designed to Increase in Value as Market Declines
03/26/2008 – FOLIOfn, Inc., the innovative online brokerage firm and provider of investment products, launched three Bear Market Folios last month, which are designed to increase in value as the broad market declines (and vice-versa).
FOLIOfn Launches “Low Volatility” Folios: About Half the Volatility of the S&P 500, But With Strategic Exposure to Equities
03/19/2008 – FOLIOfn, Inc., the innovative online brokerage firm and provider of investment portfolios, launched two Low Volatility Folios last month, which have the goal of offering about half the volatility of the S&P 500, while still retaining strategic exposure to equities to boost long-term expected returns.
FOLIOfn Launches Target Date Folios to Meet Investors’ Retirement Needs: Called a “Fix” to the “One-Size-Fits-All Approach of Target-Date Funds” by The Wall Street Journal
03/13/2008 – FOLIOfn, Inc., the innovative online brokerage firm and provider of investment portfolios, recently launched a suite of Target-Date Folios to meet investors’ retirement needs and furnish an alternative to target date mutual funds.
FOLIOfn, Innovative Online Brokerage Firm, Actively Licenses Patents and Technology
02/19/2008 – FOLIOfn, Inc., a leader in the online brokerage industry, has been actively licensing its patents and/or its technology to other companies. It has provided licenses for use in the advisor channel in the U.S., as well as for general use in Japan.
FOLIOfn, Innovative Online Brokerage Firm, Licenses Patents to Sharebuilder
02/07/2008 – FOLIOfn, Inc., a leader in the online brokerage industry, has licensed a subset of its patents to Sharebuilder Corporation (www.sharebuilder.com), for limited use in the U.S. and Canada. This is the third time that FOLIOfn (www.foliofn.com) has licensed its patents and/or its technology to other companies.
Greg Vigrass, President of FOLIOfn Institutional, to Speak at “The 2008 World Money Show” in Orlando on February 8th
02/04/2008 – FOLIOfn, Inc., an innovative online securities firm, announced today that Greg Vigrass, President of FOLIOfn Institutional, will give a presentation at The Money Show on February 8, 2008 in Orlando, Fla.
FOLIOfn Partners with ICLUBcentral: A Perfect Marriage for Smarter Investing
01/09/2008 – FOLIOfn, the innovative online brokerage firm, and ICLUBcentral, the leading provider of accounting software and online analysis tools for investors and investment clubs, announced a new partnership designed to benefit investors.