Don't count on your broker to save you money

January 2007
Medical Economics;1/5/2007, Vol. 84 Issue 1, p21
Trade Publication
The article discusses the advantage of purchasing load index fund without a broker in the U.S. A new research by the Zero Alpha Group indicated that personally choosing an equity index funds could save the buyer three times in fees. This is due to the higher operating charges that brokers imposed on their investors.


Related Articles

  • MARKET COMMENTARY: Earnings will shape debate.  // Dow Theory Forecasts;10/17/2011, Vol. 67 Issue 42, p3 

    The article discusses the performance of operating earnings for the Standard & Poor's (S&P) 500 Index in the U.S. It states that since year-end 1998, the total operating earnings of S&P have more than doubled yet the index price is down to 1%. It mentions that the S&P 500 Index earnings are...

  • British equities get the right balance. Jakson, Will // Fund Strategy;5/28/2007, p26 

    The article reports that the Balanced Adviser Fund Index revealed a 2% growth in British equity during a rebalancing on May 1, 2007. Statitistics of 42% is found to be higher than the Aggressive Adviser Fund Index (AFI). However, European, Asian Pacific and other international equities have...

  • Balanced index finished year on top. Teasdale, James // Fund Strategy;2/19/2007, p36 

    The article reports that the Balanced Adviser Fund Index was the best-performing Adviser Fund Index (AFI) in Great Britain in 2006. Despite exhibiting lower volatility and having smaller exposure to equities than the riskier Aggressive index, the fund managed to outperform over the year. The...

  • Pushing The Envelope. Bobo, Jack // National Underwriter / Life & Health Financial Services;8/9/2004, Vol. 108 Issue 30, p50 

    Discusses the marketing of Equity Index Annuities in the United States insurance industry. Equity Index Annuities purports to provide downside guarantees with potential for upside gains depending upon the performance of a stock price index to which the annuity is linked; Some credit rating...

  • Adviser Fund Index.  // Money Marketing;10/6/2011, p32 

    The article reports on the performance of the balanced portfolio index of FE Adviser Fund Index (AFI). It states that AFI balanced index posted a 10.73% return than 6.11% return of balanced managed sector of Investment Management Association. It mentions the Troy fund, managed by Troy Asset...

  • Worth a Look. Nelson, Scott Bernard // Entrepreneur;Mar2007, Vol. 35 Issue 3, p71 

    The article discusses the issues related to index mutual fund in the U.S. It has been believed that index mutual fund tend to boost the weight of well-to-do companies and decrease that of struggling ones, like index S&P 500. In addition, traditional index funds follow de facto growth strategy...

  • A further examination of equity indexed annuities. Terry, Andy; Elder, Erick // Journal of Financial Planning;2015 Special Issue, Vol. 28, p411 

    Equity indexed annuities (EIAs) are deferred annuities that credit interest according to a formula tied to the performance of an underlying equity index. This research expands previous research, particularly that of Reichenstein (2009, 2011), by examining the distribution of returns that could...

  • Stocks.  // Money;Mar2010, Vol. 39 Issue 2, p113 

    The article presents statistics on the 2010 percentage of total return on the stock indexes such as the Standard & Poor 500 and the Dow Jones Industrial Average.

  • Not All Indexed Annuities Are Created Equal. Maynard, Mitchell M. // National Underwriter / Life & Health Financial Services;10/24/2005, Vol. 109 Issue 40, p22 

    Focuses on the index crediting methods for equity indexed annuity (EIA). Share of stock market-linked gains offered in EIA without stock market losses; Disadvantages of EIA; Options on stock market indexes.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics