iSectors Blog


The iSectors Quarterly Summary – 2Q 2014

In case you missed it, or just want to listen in again, watch the replay of iSectors’ 2Q 2014 presentation summary here… iSectors’ CEO, Vern Sumnicht, commented:  ” … great results especially iSectors Post-MPT Growth Allocation...

How much do 401(k) participants really need to invest?

By Chuck Self It is sad to see how little 401(k) participants have in their accounts compared to what they need.  This article, The Average 401k Balance By Age (PersonalCapital.com), discusses the shortfall and...

How the structure of an ETF reduces management fees, commissions, and taxes

By:  Vern Sumnicht, MBP, CFP® Mutual Funds vs. ETFs Similar to mutual funds, exchange-traded funds (ETFs) are a diversified portfolio of individual securities (stocks and/or bonds). However, while ETFs are similar to mutual funds...

Why are ETFs becoming more popular in 401(k)s?

Vern Sumnicht recently responded to a 401(K) LinkedIn Group discussion. We thought we’d share his thoughts/reaction to this question directly here on the iSectors blog: Why are ETFs becoming more popular in 401(k)s? Regular...

Sumnicht comments on SeekingAlpha.com post: “Madoff’s Revenge: The Rise Of Liquid Alternatives”

Vern Sumnicht Response to the recent article posted on SeekingAlpha.com. Madoff’s Revenge: The Rise Of Liquid Alternatives Jun. 13, 2014 1:51 PM ET | Includes: DLR, HCP, TYG Disclosure: The author is long DLR,...

More on the Modern Portfolio Theory

iSectors® CEO, Vern Sumnicht, recently commented on the May 27th article: The Modern Portfolio Theory Flat Earth Society by Vitaliy Katsenelson for GuruFocus. It’s easy to sound like an investment educator maligning Modern Portfolio Theory (MPT) and belittling Chartered Financial...

Why advisors need to understand how a TAMP (Turnkey Asset Management Platform) works

Often, many professionals get so involved in their day-to-day responsibilities that they do not fully understand tools and resources that can benefit their business and their clients. A recent article in The Trust Advisor...

Americans want help with their 401(k)

According to a new study from Charles Schwab, most working Americans find explanations of their company’s retirement plan are more complicated than their health care benefits. Workers continue to be most confused by what...

iSectors® CEO Comments on Dividend-Paying ETFs in Wall Street Journal Article

On Monday, August 12, 2013, Vern Sumnicht, CEO of iSectors and his namesake investment advisory firm, was quoted in the Wall St. Journal. Vern commented on his views of the current investing landscape and...