Even with recent tax law changes, the need for tax-exempt municipal bond portfolios remain significant. Although the top tax bracket has been lowered to 37%,… Read More
2017’s fabulous equity market performance has led to increased expectations for future returns by many advisors’ clients. As you know, broad market valuations… Read More
A recent Zacks Investment Management’s Market Insight e-mail newsletter included this article. So we asked iSectors’ CEO Vern Sumnicht to weigh… Read More
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
Originally written for and published in Post-Crescent/USA TODAY NETWORK-Wisconsin. This is a difficult environment for individuals… Read More
Sumnicht & Associates, LLC was founded in 1988 and for 12 years, we used active asset management, that… Read More
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
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 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
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
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