iSectors Blog: Financial Markets and Investing Strategies


Overcoming the Trailing Returns of Active Management

By Chuck Self A number of year-end 2014 articles have bemoaned the fate of active management.  In one of them, Standard & Poor’s indicates that only 39% of the large cap mutual funds beat...

The 2015 Model Portfolio for Financial Advisors

    2015 will likely be a transitional year for the markets. As financial advisors meet with their clients at or around the beginning of the new year, they should be mindful of these...

iSectors Ready Go! 401K Retirement Plan Solutions

Great news!  iSectors® has teamed with leading retirement plan providers to create iSectors Ready Go! 401K Retirement Plan Solutions. Financial advisors can now leverage the strengths and experience of a team of 401(k) industry experts....

Q3 2014 ETF Managed Portfolios Landscape Report Summary

Morningstar released an updated ETF Managed Portfolios Landscape Report for Third Quarter 2014 this month.  The iSectors Domestic Equity Allocation is the 13th best performer for past three-years period — out of 600+ strategies....

ETFs and index funds certainly are winning the war for your money

The following was posted on ETF Network Group on LinkedIn by Deborah Fuhr  Managing Partner, ETFGI, global ETF, ETP research and consulting. How ETFs and index funds are winning the war for your money – MarketWatch...

An interesting look at Post-MPT Growth performance numbers with risk/return triangles

Among the many ways we can look at the Post-MPT Growth performance numbers, you may find risk/return triangles interesting.  There are four triangles presented: Annual Rate of Return   Annual Rate of Return Minus...

iSectors Quarterly Summary – 3Q 2014

In case you missed it, or just want to listen in again, watch the replay of iSectors’ 3Q 2014 webinar presentation summary here… The iSectors Quarterly Summary – 3Q 2014 – 27 October 2014, 10:30 am CDT (US and Canada). iSectors’ Chuck Self...

So what about this stock market situation?

By Vern Sumnicht It’s obvious that the stock market looks pretty weak right now–this seems to be a pretty common occurrence every September-October period. It’s impossible to know where the next few months will...

Outsourced ETF strategies supports stronger advisor-client relationships for continued business growth

By Vern Sumnicht In a study by CEG Worldwide, a consulting firm for advisors, a shift (2001 through 2012) was identified regarding advisor emphasis on client relationships as opposed to the historical advisor emphasis...

Comments on Larry Siegel’s confronting the end of the bond Bull Market

by Chuck Self Knowing Larry Siegel for decades, I am always interested in his insightful analysis.  Currently, Siegel is the Director of Research at the CFA Institute Research Foundation.  I first met him at the...