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

Why iSectors Tax-Wise Income Strategy Makes Cents…

By Scott Jones, Director of Business Development on March 9, 2018

It’s all about the Math. One of the characteristics of Municipal Bonds that make this an attractive asset class is the taxable-equivalent yield… Read More

Advisors: Show Your Clients’ Continuous LOVE with Precious Metals

By Chuck Self, Chief Investment Officer on March 8, 2018

About two years ago, I posted a piece recommending that one of the most tangible ways that… Read More

Equity Trend Following Strategies are Shams (Update)

By Chuck Self, Chief Investment Officer on February 26, 2018

Equity trend following or momentum strategies and funds have become very popular in the past decade. A number of providers, large and small, have created… Read More

Perspective of the Recent Market Decline in 7 Graphs

By Chuck Self, Chief Investment Officer on February 5, 2018

The recent U.S. stock market decline is not unusual.  However, it has been two years since one of this magnitude has happened. In a… Read More

7 INSIDE INSIGHTS FROM INSIDE ETFS 2018

By Chuck Self, Chief Investment Officer on January 25, 2018

Inside ETFs 2018 with its more than 2,000 attendees, just finished in Hollywood, Florida yesterday. While there will… Read More

How 401(K) Advisors Can Use ETFs

By Chuck Self, Chief Investment Officer on January 20, 2018

Exchange-traded funds (ETFs) have gained significant market share for over a decade now, and more investors are interested in utilizing the investment… Read More

3 Attractive, Tax Favored, Sectors for Advisors This Year

By Chuck Self, Chief Investment Officer on January 19, 2018

Tax Acts Greatest Winner: Energy The energy industry has historically been the highest-taxed sector.  According to MarketWatch, the sector’s median tax rate has been almost… Read More

3 Steps You Need to Know to Reduce Portfolio Downside Risk

By Chuck Self, Chief Investment Officer on January 9, 2018

Nine years old!  That will be the age of the US equity bull market in March 2018, and what a bull market it has been:… Read More

iSectors® Post-MPT Growth Allocation: Messaging Notes, 1st Quarter, 2018

By Chuck Self, Chief Investment Officer on January 8, 2018

The Post-MPT Growth Allocation model has become more conservatively positioned over the past quarter The largest allocation increase has been US Treasury Bonds. Gold stocks… Read More

How to Manage Tax-Free Bond Portfolios More Effectively

By Chuck Self, 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