iSectors Blog


Should Rising Rates Make You Own More Cash?  

How do you solve a problem like Bond Allocations? (With apologies to Oscar Hammerstein II) This is the question being asked by financial advisors and their clients regularly. With the recent increase in interest...

Advisors: How to Create More Effective Equity Portfolios

By Chuck Self – iSectors Chief Investment Officer As most advisors know, it is difficult to gain clients with strong performance but easy to lose them from weak results. Although most clients need equities...

iSectors 1Q 2018 Allocations Review and Summary

In this 15 minute webcast, iSectors’ Chief Investment Officer, Chuck Self discusses the 2018 1st quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his current economic perspective....

You Need to Be an Elite Advisor Using Simple, Efficient Investment Portfolios

Contributed by Chuck Self, Chief Investment Officer, iSectors ***** Many financial advisors are attracted to the industry due to their love of markets (especially stock markets). Others get a thrill from helping others improve their...

iSectors Post-MPT Growth Allocation: Messaging Notes for 2nd Quarter, 2018

The Post-MPT model became more conservatively positioned over the past quarter. The largest allocation increase has been US Treasury Bonds. Financial and technology stocks have seen the largest allocation decrease. Leveraged positioning in Post-MPT...

The Case for iSectors Post-MPT Growth Allocation as a Liquid Alternative

New on the iSectors Selections Podcast: A lively, candid discussion about the iSectors Post-MPT Growth Allocation as a liquid alternative. Chief Investment Officer, Chuck Self and iSectors CEO, Vern Sumnicht provide valuable information that you, as a financial...

5 Valuable Liquid Alternative Solutions for A Down Market

Read our 30 page eBook to discover the five valuable liquid alternative solutions for the next down market… iSectors innovative ETF portfolio allocation models provide new and better strategies with which to invest in today’s...

Why iSectors Tax-Wise Income Strategy “Makes Cents”

It’s all about the Math. One of the characteristics of Municipal Bonds that make this an attractive asset class is the taxable-equivalent yield they provide. Looking at Taxable-Equivalent Yield Comparing taxable-equivalent yield shows clearly...

Why ETF Transparency Matters NOW

One of the hallmarks of iSectors® Allocations is portfolio transparency.  We invite all advisors utilizing or considering our Allocations to study the materials on our website and contact us if you wish to receive...

Market timing is an impractical way to invest

Contributed by Vern Sumnicht, founder and CEO of iSectors and Sumnicht & Associates. Originally written for USA TODAY NETWORK-Wisconsin Investors are experiencing FUD (fear, uncertainty and doubt) and asking about getting “out of the market.”...