The iSectors® Blog
Modern views, insight and ideas about investing including ETF allocations, liquid alternatives, retirement planning, and more.

iSectors® Post-MPT Growth Allocation: Messaging Notes, 3rd Quarter 2018

By Chuck Self, iSectors Chief Investment Officer on July 16, 2018

The Post-MPT model continues to be conservatively positioned. The largest allocation increases were in technology and utilities. Energy and real estate have seen slight allocation… Read More

Should Rising Rates Make You Own More Cash?

By Chuck Self, iSectors Chief Investment Officer on May 22, 2018

How do you solve a problem like Bond Allocations? (With apologies to Oscar Hammerstein II) This is the question being asked by financial advisors and… Read More

Advisors: How to Create More Effective Equity Portfolios

By Chuck Self, iSectors Chief Investment Officer on May 15, 2018

As most advisors know, it is difficult to gain clients with strong performance but easy to lose them from weak results. Although most clients need… Read More

You Need to Be an Elite Advisor Using Simple, Efficient Investment Portfolios

By Chuck Self, iSectors Chief Investment Officer on April 29, 2018

Contributed by Chuck Self, Chief Investment Officer, iSectors ***** Many financial advisors are attracted to the industry due to their love of markets… Read More

How the structure of ETFs reduce management fees, commissions, and taxes

By Vern Sumnicht, Chief Executive Officer on April 3, 2018

Mutual Funds vs. ETFs Similar to mutual funds, exchange-traded funds (ETFs) are a diversified portfolio of individual securities (stocks and/or bonds). However, while ETFs are… Read More

Finding Appropriate Investment Strategies for Your Client Portfolios

By Chuck Self, iSectors Chief Investment Officer on March 30, 2018

Financial advisors (FAs) utilizing outsourced investment management processes face a significant number of choices. Unfortunately, many advisors choose only among the top performing advisors… Read More

Why ETF Transparency Matters NOW

One of the hallmarks of iSectors® Allocations is portfolio transparency.  We invite all advisors utilizing or considering our Allocations to study the materials on our… Read More

Market timing is an impractical way to invest

By Vern Sumnicht, Chief Executive Officer on March 20, 2018

Originally written for USA TODAY NETWORK-Wisconsin Investors are experiencing FUD (fear, uncertainty and doubt) and asking about getting “out… Read More

Why iSectors Tax-Wise Income Strategy Makes Cents…

By Scott Jones, Director of Business Development on March 9, 2018

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… Read More

Advisors: Show Your Clients’ Continuous LOVE with Precious Metals

By Chuck Self, iSectors Chief Investment Officer on March 8, 2018

About two years ago, I posted a piece recommending that one of the most tangible ways that… Read More