iSectors Blog: Taxes


Why iSectors Tax-Wise Income Strategy “Makes Cents”

It’s all about the Math. One of the characteristics of Municipal Bonds that make this an attractive asset class is the taxable-equivalent yield they provide. Looking at Taxable-Equivalent Yield Comparing taxable-equivalent yield shows clearly...

3 Attractive, Tax Favored, Sectors for Advisors This Year

Contributed by Chuck Self, CIO, CCO, COO – iSectors …. As the Tax Cuts and Jobs Act of 2017 was formed and eventually enacted, many mid-cycle, economically dependent equity sectors, such as consumer discretionary,...

iSectors’ CEO Comments on “3 Reasons Not to Worry about U.S. Debt (For Now)”

A recent Zacks Investment Management’s Market Insight e-mail newsletter included this article.  So we asked iSectors’ CEO Vern Sumnicht to weigh in (on these particular 3 reasons not to worry about U.S. Debt –for now)....

More insight on rising mutual fund tax bills…

Many advisors aren’t aware that the pass thru capital gains distributions of actively managed mutual funds are not included as part of the funds expense ratios. In addition to this, the trading fees inside...