iSectors Blog: Chuck Self


How 401(K) Advisors Can Use ETFs

By Chuck Self **** Exchange-traded funds (ETFs) have gained significant market share for over a decade now, and more investors are interested in utilizing the investment vehicle to design a diversified portfolio.  Advisors’ adoption of...

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%,...

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

ETFs are as revolutionary as the first no-load mutual funds!

By Vern Sumnicht, CEO, Founder iSectors, LLC *** Sumnicht & Associates, LLC was founded in 1988 and for 12 years, we used active asset management, that is, professional money managers and/or actively managed mutual funds....

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)...