iSectors Blog: Financial Markets and Investing Strategies


Reactions to my article…the nasty surprises behind 401(k) group annuities

By Vern Sumnicht I thought I’d share something I posted a few days ago in reaction to some of the comments that came in on my September 17, 2014 article for Employee Benefits Views (the...

Yes, we do need to make 401(k)s better…

by Vern Sumnicht It is refreshing to read about and really be able to “hear” John Bogle’s honesty in last week’s article by Jennie Phipps for Bankrate.com about the future of 401(k) fees. I’ve been an investment...

Diversified allocation choices can truly help plan participants

iSectors Chief Investment Officer, Chuck Self, provides further insight regarding an article entitled, Fixing ERISA to Provide Sufficient Information (see below) which was featured in Investor Watchdog  on August 28, 2014. According to Chuck, if plan participants...

Choosing Investment Strategies That Will Repeat Positive Return Patterns In the Future

By Chuck Self In my previous post, “Providing the Correct Pattern of Returns for Your Clients,” we discussed how the financial turmoil and opportunities during the past seven years resulted in advisors’ clients abandoning...

Passive investing options are becoming more popular thanks to ETF market growth

By Chuck Self The investment into passive vehicles will continue to rise for the reasons cited in this article. The other trend is the investment of passive vehicles in an active manner. This allows...

Yes, Financial Advisors are a worthwhile expense for some 401(k) participants

iSectors’ Chief Investment Officer and Chief Operating Officer, Chuck Self agrees with Donna Rosato, with regard to her August 25th article for Time.com, that financial advisors are a worthwhile expense for 401(k) participants with significant balances....

Correlation Convergence is Hurting Your Investment Performance

by Vern Sumnicht, MBA, CFP What is Correlation? Correlation is a statistical term that helps describe the relationship between two investments, enabling an investor to determine how similar two investments are to each other....

The Trouble with Mutual Funds

By Vern Sumnicht, MBA, CFP® Although mutual funds offer a package of professional management and diversification, they also have significant problems, including high fees, hidden costs, uncertainty of holdings and uncertainty of taxes. Volumes have...

Correlation Convergence is Hurting Your Investment Performance

By Vern Sumnicht, MBA, CFP® What is Correlation? Correlation is a statistical term that helps describe the relationship between two investments, enabling an investor to determine how similar two investments are to each other....

iSectors featured in this week’s Morningstar ETF Managed Portfolio Landscape

    iSectors rankings in the second quarter 2014 Morningstar ETF Managed Portfolio Landscape: P. 24 – Liquid Alternatives is the #1 strategy for 5 years in the Global Alternatives category P. 35 – Post...