iSectors Blog: Financial Markets and Investing Strategies


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...

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...

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...

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...

What Happened in the Surprising Equity Sectors of 2016?

  Contributed by Chuck Self, Chief Investment Officer.   1.    Energy a.  Energy was the best performing sector in 2016, up 27% compared to a positive 11% for the S&P 500. b.  Through...

Will low interest rate expectations perpetuate deflation, recession, or worse?

Contributed by Vern Sumnicht Many of you likely recall the high inflation and high interest rate economy the U.S. experienced back in the late 1970s and early 1980s.  There were families paying 14 percent...

The iSectors®, LLC 3rd Quarter 2016 Summary and Commentary

Summary Overview Standard & Poor’s 500 was up 3.85% during the quarter and up 15.43% over the past 12 months. MSCI AC World ex US (international stocks) outperformed US stocks in the quarter by...

Who Had 3 of the Top Ranked Morningstar Strategies?

Contributed by Chuck Self Morningstar released its Second Quarter 2016 ETF Managed Portfolio Landscape Report late last week and, once again, iSectors was listed as one of the premier firms in the report. Here are some of...