3 Things to Understand About ESG Funds
November 20th, 2020
3 Key Insights About “ESG” Investing Many readers may have heard of a new trend in financial markets known as “ESG” investing, which stands for Environmental, Social, and Governance. The term first appeared in the investment lexicon in 2004, and MSCI defines it as the “consideration of environmental, social and governance factors alongside financial factors inRead Entire Article…
Prop 22, The Gig Economy, and Headwinds for Tech
November 20th, 2020
How a California Proposition Could Shape the “Gig Economy” With all attention focused on the U.S. presidential election, many investors may have missed some down-ballot measures that could have meaningful investment implications. One such ballot measure was Proposition 22 in California. Prop 22 affected workers in the “gig economy,” and of course the companies thatRead Entire Article…
How 1% in Fees Can End Up Costing 28% in Returns
May 16th, 2019
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 withRead Entire Article…
Bulls! Bears! Who Cares?
May 3rd, 2019
If you invest for the long term, it barely matters WHEN you invest Are you concerned about investing with the market near all-time highs? Consider this: legendary investor Peter Lynch once ran a test to determine if stock market timing was an effective strategy. He started with two hypothetical investors. From 1965-1995, one invested $1,000Read Entire Article…
Know These 7 Behaviors That Make You a Bad Investor
April 18th, 2019
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 thatRead Entire Article…
Why Warren Buffett Favors Investing With Index Funds
April 4th, 2019
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, Buffett talked about the power of index fund investing, and why wealthier investors tend to ignore it.* “Over the years, I’veRead Entire Article…
Active or Passive Investing—Which Gets Better Results?
March 22nd, 2019
Which is the best approach for maximizing long-term returns … actively investing funds using an asset manager, or taking the passive approach using index funds? It’s a debate that has raged among investors for decades. After all this time, a comprehensive statistical analysis1 has delivered the verdict. And the answer is: BOTH! According to theRead Entire Article…
Zacks Advantage Achieves Back-to-Back Top Rankings from The Robo Report™ by Backend Benchmarking.
February 27th, 2019
After achieving a top-ranking (#1) for Year-to-Date Top Performers for Total Portfolio and Equity portfolio in Q3, 2018 by The Robo Report by Backend Benchmarking, Zacks Advantage has once again achieved a performance-based honor in the just-released Q4, 2018 report. In the fourth quarter and end of the year (annual) ranking, comparing performance among theRead Entire Article…