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

How to Manage Tax-Free Bond Portfolios More Effectively

By Chuck Self, iSectors Chief Investment Officer on January 4, 2018

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

How to Have Thriving Clients in the Next Market Correction

By Chuck Self, iSectors Chief Investment Officer on December 22, 2017

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

iSectors’ CEO Comments on “3 Reasons Not to Worry about U.S. Debt (For Now)”

By Vern Sumnicht, Chief Executive Officer on November 8, 2017

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

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