iSectors Blog: Financial Advisor Information


The iSectors®, LLC 2nd Quarter 2016 Summary Commentary

Summary Overview Standard & Poor’s 500 was up 2.46% during the quarter and up 3.99% over the past 12 months. MSCI AC World ex US (international stocks) underperformed US stocks in the quarter by...

It is humbling to listen to one’s market views from 18 months ago

…when I talked to Benzinga, on their PreMarket Prep morning radio program in December, 2014. Chuck Self Chief Investment Officer at iSectors What I got wrong: Stocks would have a good 2016. Utilities were overvalued and health care was...

How to Meet Clients Expectations in a Low Return Environment – Part 2

by Chuck Self Continued from Part I  Once the portfolio has been properly managed, we should look to increase potential return. We will diversify from a static portfolio that aims to match or exceed...

How to Meet Clients’ Expectations in a Low Return Environment – Part 1

By Chuck Self The McKinsey Global Institute (MGI) recently released a study on diminishing investment returns. They cite the “exceptional economic and business conditions” during the past 30 years that led to above-trend equity...

Financial Planning Industry Trends

By Vern Sumnicht The financial planning and investment advisory industry has always been evolving. The professionals in the financial planning business come from various professions and, therefore, have different types of training and experience...

iSectors®, LLC Post-MPT Allocation: Improving the Application of Modern Portfolio Theory

The research on Modern Portfolio Theory (MPT) was published more than 55 years ago.  Nonetheless, it would be difficult to overstate the influence of MPT’s core principles on the manner in which investments are...

6 Reasons Why Platinum and Palladium Are Likely to Shine in Investment Portfolios

Contributed by Nitesh Shah Director, Commodities Strategist, ETF Securities Gold is up nearly 20 percent in 2016, with investors flocking into the yellow metal for its potential safe-haven benefits as the market evaluates central bank policies...

iSectors Quarterly Summary Replay – 1Q 2016

In case you missed it, or would like listen in again, you can watch the replay of the iSectors’ 1Q 2016 webinar presentation summary here…

iSectors’ ETF Spotlight on the SPDR S&P Dividend ETF (SDY)

By John Koch The SPDR S&P Dividend ETF (SDY) may sound self-explanatory at first. Without digging any deeper, one might think it was just State Street’s version of a high yield dividend ETF that...