iSectors Blog: Financial Advisor Information


Why REITs Should be in a Retirement Portfolio

iSectors’ Chief Investment Officer, Chuck Self, recently commented in an August 3rd article for Financial Advisor. REITs are necessary components of a truly diversified investment portfolio. iSectors quantitative work shows that although they have...

Prove financial advisor value with a written comparison

By Vern Sumnicht I agree with much of what the authors conclude in the recent State Street Global Advisors survey, The Price of Financial Advice, Communicating Fee Value Proposition with Clarity. However, I do think...

iSectors Quarterly Summary – 2Q 2015

In case you missed it, or just want to listen in again, you can watch the replay of iSectors’ 2Q 2015 webinar presentation summary here… iSectors’ Chuck Self reviews the iSectors models and the...

Yes, 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. For example, from the ProShares...

iSectors Quarterly Summary – 1Q 2015

In case you missed it, or just want to listen in again, you can watch the replay of iSectors’ 1Q 2015 webinar presentation summary here… iSectors’ Chuck Self reviews the iSectors models and the overall performance...

iSectors’ Use of ETFs in 401k Plans – Part 1

In case you missed it or you just newly started following us and our blog, iSectors’ ETF models are not only available to standard wealth managers, they are also available in any 401(k) plan....

The history of 401k Investing

Today’s Throwback Thursday article (below) may be the most historical one we will ever post! In October 2014, iSectors’ CEO Vern Sumnicht was quoted in an article on FiduciaryNews.com entitled “Explaining 401k Investing Basics Through...

No eye test or gut feelings when considering which ETFs to use in iSectors strategies

Today’s Throwback Thursday post falls on the first full day of the NCAA Men’s Basketball Tournament. As people all across the country fill out their brackets, trying to predict the eventual winner of the...

How Post-Modern Portfolio Theory Came to Be

We’ve spent most of our time talking about iSectors Post-MPT Growth Allocation—since we recently celebrated its 10 year anniversary of live performance results last month (February 2005-2015). It should be known that iSectors isn’t...

ETF Strategist industry is still in a good position to bounce back in 2015

Recently ETF.com published an article entitled Don’t Fret About ETF Strategist Slowdown (I’ve included the text below). While we agree that the slowdown in the ETF Strategist space is most definitely not something to “fret”...