iSectors Blog: Financial Advisor Information


The Case for iSectors Post-MPT Growth Allocation as a Liquid Alternative

New on the iSectors Selections Podcast: A lively, candid discussion about the iSectors Post-MPT Growth Allocation as a liquid alternative. Chief Investment Officer, Chuck Self and iSectors CEO, Vern Sumnicht provide valuable information that you, as a financial...

5 Valuable Liquid Alternative Solutions for A Down Market

Read our 30 page eBook to discover the five valuable liquid alternative solutions for the next down market… iSectors innovative ETF portfolio allocation models provide new and better strategies with which to invest in today’s...

Why iSectors Tax-Wise Income Strategy “Makes Cents”

It’s all about the Math. One of the characteristics of Municipal Bonds that make this an attractive asset class is the taxable-equivalent yield they provide. Looking at Taxable-Equivalent Yield Comparing taxable-equivalent yield shows clearly...

Why ETF Transparency Matters NOW

One of the hallmarks of iSectors® Allocations is portfolio transparency.  We invite all advisors utilizing or considering our Allocations to study the materials on our website and contact us if you wish to receive...

Advisors: Show Your Clients’ Continuous LOVE with Precious Metals

Contributed by Chuck Self, Chief Investment Officer, iSectors **** About two years ago, I posted a piece recommending that one of the most tangible ways that advisors can show affection to their clients is to...

Perspective of the Recent Market Decline in 7 Graphs

The recent U.S. stock market decline is not unusual.  However, it has been two years since one of this magnitude has happened. In a typical year, a 11% to 14% drop in the Standard...

7 INSIDE INSIGHTS FROM INSIDE ETFS 2018

Contributed by Chuck Self, Chief Investment Officer, iSectors Inside ETFs 2018 with its more than 2,000 attendees, just finished in Hollywood, Florida yesterday. While there will be many articles discussing the conference’s sessions, I...

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,...

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%,...