iSectors Blog: Financial Advisor Information


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...

3 Reasons Why Retirement Plan Investment Lineups Need to Include Professionally Managed Models

By Scott Jones, iSectors Director of Business Development Many retirement plan sponsors spend a considerable amount of time crafting participant communication in an attempt to increase plan participation, maximize employee deferrals, increase investment diversification, or improve...

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...

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 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...

The New Era of Investment Management Outsourcing

Investment Management Outsourcing is the focus of iSectors’ latest webcast. In this special presentation, Chuck Self, MBA, CFA, Chief Investment Officer of iSectors, LLC speaks with Laura Gregg, Director of Intermediary Client Development at Northern...