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 threeRead Entire Article…
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-activeRead Entire Article…
Why Long Term Investors Should Invest Now and Never Time the Markets
February 15th, 2017
Losing money hurts. But experienced, long term investors know that periods of high volatility are inevitable. It’s part of the investing process. You can’t control their length or severity, but you CAN control how you respond. The temptation is to exit the market entirely. Unfortunately, that’s the WORST thing you can do. Why? Because noRead Entire Article…
The Biggest Stock Market Fears Debunked
December 12th, 2016
If there’s one thing that market participants lack most today, it’s confidence. A biggest issue for investors is a reluctance to believe that the market has substantial upside left. Here is a list of the most frequently mentioned fears and concerns along with analysis on each of these issues from our wealth management team. 1. TheRead Entire Article…
The Zacks Advantage User Experience
November 15th, 2016 How Zacks Advantage handles the heavy lifting to present sophisticated, performance-driven, low fee wealth management User experience is crucial in the robo-advisor industry, where clients are attracted by the simplicity and efficiency of each platform. While some financial institutions build their own backend system, the opportunity Zacks Advantage chose was based on a long-time partnershipRead Entire Article…
Investing Fees Affect Your Bottom Line
November 15th, 2016 According to Rebalance IRA, retirement accounts have an average of 1.5% in fee deductions each year. The confusion is understandable as common fees are often grouped into other expenses on account statements rather than listed separately. Fees eat into the bottom line of your returns, so take the time to talk with your financial advisorRead Entire Article…
Age Old Argument of Active VS. Passive Investing. Which is better for You?
November 15th, 2016 When stepping into the world of wealth management, there are two big players: active and passive. Understanding the basics of each will ensure you choose the best strategy that fits your investment style and goals. Understanding the Basics The passive investing management strategy is not as involved as active investing, and can outperform active investingRead Entire Article…
5 Investing Pitfalls to Avoid
October 24th, 2016
If you’re thinking of making changes to your investment portfolio, now’s the perfect time to consider potential errors that could derail your long-term portfolio growth. This guide can help you avoid some of the most common mistakes investors make, including: Not understanding your tolerance for risk Trying to time the market Failing to diversify BelievingRead Entire Article…