Tag Archives: Retirement Investing

Folio Investing Celebrates Its Target Date Folios’ Five-Year Record of Outperformance

Folio Investing’s Successful ETF-Based Alternative to Legacy Target-Date Funds Offers Superior Diversification, Risk Targeting and Flexibility; Firm Seeks Distribution Partner to Broaden Availability

Folio Investing announced today that, over the five years since they were brought to market in December 2007, its Target Date Folios have significantly outperformed traditional target-date funds. The Folios have provided both higher returns and lower volatility than the competing funds during this tumultuous period. Continue reading

Can I Retire? Mike Piper, the Oblivious Investor, Tries to Help You Find the Answer

Mike Piper, creator of the popular Oblivious Investor blog, has just published his latest book — his 7th — called Can I Retire? It is a compact 99 pages, but focuses on two big issues. First, how much we’ll really need in retirement. Second, the complexities of managing our retirement savings once we actually stop working. That second challenge  turns out to be a much more elaborate job than saving the money in the first place.

Part of a series of books in which Piper tries to boil down the most important elements of a topic to 100 pages or less, Can I Retire? manages to avoid being overly general by picking a few critical issues to really zone in on. Numerous examples help bring his discussions down to earth.

I found quite sobering the totals people need to save even for modest levels of spending in retirement, but I suspect that’s part of the point.

The book left me curious about Piper, a young author, and his interest in tackling a topic 40 years into the future for him. He recently took time out to answer a series of  Portfolioist questions in an email interview. Here are edited excerpts: Continue reading