iSectors Blog: ETF


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...

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. After...

A case for iSectors’ Capital Preservation Allocation

Contributed by Vern Sumnicht In a recent conversation with colleagues regarding Austria joining the ranks of Mexico, the United Kingdom, and Ireland in the sale of a “mind-blowing” 100 year bond as commented by...

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...

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®, 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...

ETF Land?… ETF Heaven? The future is bright, per iSectors and Vern Sumnicht

iSectors’ CEO Vern Sumnicht would like to responds to a recent article in Investor’s Business Daily (by Dani Burger on March 14, 2017): | “Trump Waiting Game Turns a Stock Picker’s Paradise Into ETF Land”...