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Zacks Advantage Blog
Welcome to our blog, your resource for information on investing trends, financial planning, market and economic developments, and other news of interest to Zacks Advantage investors.

Paying More Doesn’t Mean You’ll Get More

October 9th, 2017

Beware the money manager who charges high fees and justifies them with a “highly sophisticated” trading strategy. It’s tempting to equate exotic or complex methodologies with a higher degree of sophistication, and therefore submit to massive fees in order to pursue higher returns that “regular joe investors” can’t access. But in fact, there often seems
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How 1% in Fees Can End Up Costing 28% in Returns

September 20th, 2017

People are starting to realize the importance of fees when evaluating an investment. But many have not yet grasped just how big an impact fees have. In a report titled “A Look at 401(K) Plan Fees,” the U.S. Department of Labor demonstrated how fees and expenses can impact long-term returns. It assumes an employee with
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A Hedge Fund Group Accepted Warren Buffett’s Index Fund Challenge. It Did Not Go Well for Them.

August 31st, 2017

In 2008, Warren Buffett bet the hedge fund industry they could not beat a typical S&P index fund over a decade. One group was brave enough to take on that challenge. After nine years, the results are becoming clear, according to an article on cnbc.com. It’s officially a rout: The portfolio of hedge fund is
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How to Survive a Bear Attack: Time Can Heal Even the Deepest Market Wounds

August 25th, 2017

Ten years ago, the market began one of the steepest nosedives in its history. From Oct. 9, 2007 to the market bottom in March 2009, the S&P 500 lost 56.4%*. However, as pointed out in a recent article on CNBC’s website even if you had invested on Aug 9, at the top of the bull
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The Real Cost of Paying More Than You Have To

August 17th, 2017

Last year, investors in the United States paid, on average, the lowest mutual fund fees ever, according to Morningstar. But as a recent article in the New York Times details, investment costs are full of unpleasant surprises, and academic studies have found that many people aren’t taking advantage of better-priced alternatives. “The costs for getting
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The Closest Thing to a “Secret Sauce” for Achieving Superior Investment Returns

July 12th, 2017

Investors usually judge an investment by whether it beats the overall stock market’s return. And they’re willing to pay money managers handsomely for the opportunity. How’s that working out for them? According to a recent article on marketwatch.com, not so well. “More than 90% of large-cap funds lag the S&P 500 Index over a 15-year
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Is the Stock Market Really as Volatile as You Think?

June 27th, 2017

Investors are used to hearing how the stock market is a roller coaster, which makes it seem like it’s had as many down years as up years. But that’s not really accurate. CNBC recently related a different take on the S&P 500’s annual return performance. And it may surprise investors who think the stock market
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A Better Way to Judge “Long Term” Performance

June 23rd, 2017

For investors, it’s natural to look at an investment’s performance over time to gauge how successful it’s been. But how long a time period should they consider? Many investors don’t take into account the complete cycle of a bull and bear market — instead, they rely on standard industry measures like one-, three- and five-year
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