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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.

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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Why Warren Buffet Favors Investing With Index Funds

June 13th, 2017

Warren Buffett is one of the financial industry’s most successful and respected investors. So when he speaks, investors listen. Except when they don’t. In his Berkshire Hathaway annual letter to shareholders earlier this year, Buffet talked about the power of index fund investing, and why wealthier investors tend to ignore it.* “Over the years, I’ve
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Know These 7 Behaviors That Make You a Bad Investor

April 27th, 2017

Human brains are good at finding patterns and recognizing trends. You’d think that would make us all great investors. Actually, no. All brains have biases. For investors, it’s vital to recognize when those biases are leading us down the wrong path. At the Chartered Financial Analyst Institute, the curriculum includes a behavioral finance course that
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The Nuts And Bolts of Robo Advisors: What They Are, How They Work & When You Might Want to Use One

April 5th, 2017

All robo advisors have things in common, but not all are created equal. What is a “Robo-Advisor,” Exactly? As its name suggests, a “robo advisor” is an automated system that attempts to do what personal advisors do: manage your assets according to your goals, time horizon and tolerance for risk. Robo advisors generally have three
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Why Combining Active and Passive Investing is the “Best Possible Approach”

March 30th, 2017

It’s an argument that has raged for decades among investors — which delivers better long-term returns: active investing by asset managers or passive investing through index funds? A recently completed, comprehensive statistical analysis attempted to settle that argument, and found the answer was: BOTH! “Quantitative models indicate that combined active and passive investing outperformed all-active
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