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

Advisors are ditching commissions for flat-fees using low cost index ETFs

By Vern Sumnicht, Chief Executive Officer on October 17, 2017

The new U.S. Department of Labor (DOL) regulations require financial advisers to act as fiduciaries, and (in other words) always put the client’s interests first… Read More

Dos and don’ts for income investors

By Vern Sumnicht, Chief Executive Officer on October 10, 2017

Originally written for and published in Post-Crescent/USA TODAY NETWORK-Wisconsin. This is a difficult environment for individuals… Read More

ETFs are as revolutionary as the first no-load mutual funds!

By Vern Sumnicht, Chief Executive Officer on October 3, 2017

Sumnicht & Associates, LLC was founded in 1988 and for 12 years, we used active asset management, that… Read More

A case for iSectors’ Capital Preservation Allocation

In a recent conversation with colleagues regarding Austria joining the ranks of Mexico, the United Kingdom, and Ireland in the sale of a… Read More

3 Reasons Why Retirement Plan Investment Lineups Need to Include Professionally Managed Models

By Scott Jones, Director of Business Development on August 30, 2017

Many retirement plan sponsors spend a considerable amount of time crafting participant communication in an attempt to increase plan participation, maximize employee deferrals, increase investment diversification, or… Read More

Financial advisors can properly utilize leveraged ETFs in client portfolios

Financial advisors have varying views of the use of leveraged ETFs.  These securities have the goal of providing (for 2x leveraged ETFs) double the daily return of… Read More

Insider look at Post-MPT Growth with risk/return triangles

Note: We published a version of this article back in 2014.  We’ve updated this article (read below) with 2017 data, and it’s interesting to see… Read More

Sumnicht: Investors must be flexible

By Vern Sumnicht, Chief Executive Officer on June 1, 2017

For USA TODAY NETWORK-Wisconsin Originally published for Post-Crescent The… Read More

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

By Chuck Self, iSectors Chief Investment Officer on May 9, 2017

In my previous post, Providing the Correct Pattern of Returns for Your Clients, we discussed how the financial turmoil and opportunities… Read More

The New Era of Investment Management Outsourcing

By Chuck Self, iSectors Chief Investment Officer on April 3, 2017

Investment Management Outsourcing is the focus of iSectors’ latest webcast. In this special presentation, Chuck Self, MBA,… Read More