iSectors Blog


3 Reasons Why Retirement Plan Investment Lineups Need to Include Professionally Managed Models

By Scott Jones, iSectors Director of Business Development Many retirement plan sponsors spend a considerable amount of time crafting participant communication in an attempt to increase plan participation, maximize employee deferrals, increase investment diversification, or improve...

Financial advisors can properly utilize leveraged ETFs in client portfolios

Financial advisors have varying views of the use of leveraged ETFs.  These securities have the goal of providing (for 2x leveraged ETFs) double the daily return of the reference index. An example of this can be...

Insider look at Post-MPT Growth with risk/return triangles

Note: We published a version of this article back in 2014.  We’ve updated this article (read below) with 2017 data, and it’s interesting to see that many of the long-term trends still remain intact even...

iSectors 2Q 2017 Allocations Review and Summary

In this 15 minute webcast, iSectors’ Chief Investment Officer, Chuck Self discusses the 2017 2nd quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his...

iSectors®, LLC 2nd Quarter 2017 Summary Commentary

Approved for Client Use   Summary Overview Standard & Poor’s 500 Index rose 3.09% during the quarter and was up 17.90% over the past twelve months. MSCI AC World ex US Index (international stocks)...

Sumnicht: Investors must be flexible

Vern Sumnicht, For USA TODAY NETWORK-Wisconsin Originally published for Post-Crescent The quote “wisdom requires a flexible mind,” couldn’t be more appropriate for investors today. Despite the substantial uncertainties hanging over the heads of investors like the...

Choosing Investment Strategies That Will Repeat Positive Return Patterns In the Future

By Chuck Self In my previous post, Providing the Correct Pattern of Returns for Your Clients, we discussed how the financial turmoil and opportunities during the past seven years resulted in advisors’ clients abandoning their...

iSectors 1Q 2017 Allocations Review and Summary

In this 15 minute webcast, iSectors’ Chief Investment Officer, Chuck Self discusses the 1st quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided...

iSectors®, LLC 1st Quarter 2017 Summary Commentary

Summary Overview Standard & Poor’s 500 was up 6.07% during the quarter and up 17.17% over the past twelve months. MSCI AC World ex US (international stocks) outperformed US stocks in the quarter by...

The New Era of Investment Management Outsourcing

Investment Management Outsourcing is the focus of iSectors’ latest webcast. In this special presentation, Chuck Self, MBA, CFA, Chief Investment Officer of iSectors, LLC speaks with Laura Gregg, Director of Intermediary Client Development at Northern...