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

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

By Chuck Self, Chief Investment Officer on September 15, 2014

In my previous post, “Providing the Correct Pattern of Returns for Your Clients,”… Read More

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

By Chuck Self, Chief Investment Officer on September 9, 2014

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… Read More

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

By Chuck Self, Chief Investment Officer on September 5, 2014

iSectors’ Chief Investment Officer and Chief Operating Officer, Chuck Self agrees with Donna Rosato, with regard to her August 25th… Read More

Correlation Convergence is Hurting Your Investment Performance

By Vern Sumnicht, Chief Executive Officer on September 3, 2014

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… Read More

The Trouble with Mutual Funds

Although mutual funds offer a package of professional management and diversification, they also have significant problems, including high fees, hidden costs, uncertainty… Read More

Correlation Convergence is Hurting Your Investment Performance

By Vern Sumnicht, Chief Executive Officer on August 28, 2014

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… Read More

Finding Appropriate Investment Strategies for Client Portfolios

By Chuck Self, Chief Investment Officer on August 21, 2014

Financial advisors (FAs) utilizing outsourced investment management processes face a significant number of choices. How does one narrow the list of choices for further investigation… Read More

How financial advisors can provide the correct pattern of returns for their clients

By Chuck Self, Chief Investment Officer on August 13, 2014

A financial advisor’s clients have a myriad of needs that he or she continually look to satisfy. For a financial advisor, it all boils down to providing an… Read 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, 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