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

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… Read More

How much do 401(k) participants really need to invest?

By Chuck Self, iSectors Chief Investment Officer on August 1, 2014

It is sad to see how little 401(k) participants have in their accounts compared to what they need.  This article, The Average… Read More

How the structure of an ETF reduces management fees, commissions, and taxes

By Vern Sumnicht, Chief Executive Officer on July 11, 2014

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

Why are ETFs becoming more popular in 401(k)s?

By Vern Sumnicht, Chief Executive Officer on June 24, 2014

Vern Sumnicht recently responded to a 401(K) LinkedIn Group discussion. We thought we’d share his thoughts/reaction to this question directly here on the iSectors blog:… Read More

Sumnicht on SeekingAlpha.com post: “Madoff’s Revenge: The Rise Of Liquid Alternatives”

By Vern Sumnicht, Chief Executive Officer on June 19, 2014

Vern Sumnicht Response to the recent article posted on SeekingAlpha.com. Madoff’s Revenge: The… Read More

More on the Modern Portfolio Theory

iSectors® CEO, Vern Sumnicht, recently commented on the May 27th article: The Modern Portfolio Theory Flat Earth Society by Vitaliy… Read More

Why advisors need to understand how a TAMP (Turnkey Asset Management Platform) works

By Vern Sumnicht, Chief Executive Officer on September 24, 2013

Often, many professionals get so involved in their day-to-day responsibilities that they do not fully understand tools and resources that can benefit their business and… Read More