iSectors Blog


3 Attractive, Tax Favored, Sectors For Advisors This Year

Contributed by Chuck Self, CIO, CCO, COO – iSectors …. As the Tax Cuts and Jobs Act of 2017 was formed and eventually enacted, many mid-cycle, economically dependent equity sectors, such as consumer discretionary,...

3 Steps You Need to Know to Reduce Portfolio Downside Risk

Contributed by iSectors Chief Investment Officer, Chuck Self Nine years old!  That will be the age of the US equity bull market in March 2018, and what a bull market it has been: Not...

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

Contributed by iSectors Chief Investment Officer, Chuck Self … The Post-MPT Growth Allocation model has become more conservatively positioned over the past quarter The largest allocation increase has been US Treasury Bonds. Gold stocks...

How to Manage Tax-Free Bond Portfolios More Effectively

Contributed by Chuck Self – iSectors Chief Investment Officer Even with recent tax law changes, the need for tax-exempt municipal bond portfolios remain significant.  Although the top tax bracket has been lowered to 37%, a...

How to Have Thriving Clients in the Next Market Correction

2017’s fabulous equity market performance has led to increased expectations for future returns by many advisors’ clients. As you know, broad market valuations are historically high and the flattening U.S. Treasury yield curve could...

Podcast | iSectors® History

iSectors’ founder Vern Sumnicht and chief investment officer, Chuck Self discuss the history of iSectors and its 15 (and growing) ETF allocation models

iSectors’ CEO Comments on “3 Reasons Not to Worry about U.S. Debt (For Now)”

A recent Zacks Investment Management’s Market Insight e-mail newsletter included this article.  So we asked iSectors’ CEO Vern Sumnicht to weigh in (on these particular 3 reasons not to worry about U.S. Debt –for now)....

iSectors 3Q 2017 Allocations Review and Summary

In this 15 minute webcast, iSectors’ Chief Investment Officer, Chuck Self discusses the 2017 3rd quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his current economic perspective.  

Advisors are ditching commissions for flat-fees using low cost index ETFs

Contributed by Vern Sumnicht The new U.S. Department of Labor (DOL) regulations require financial advisers to act as fiduciaries, and (in other words) always put the client’s interests first (before their own) when it...

Dos and don’ts for income investors

Contributed by Vern Sumnicht Originally written for and published in Post-Crescent/USA TODAY NETWORK-Wisconsin. This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while...