1. The Post-MPT model continues to be conservatively positioned. The largest allocation increase was in technology. Read More
Chief investment officer, Chuck Self and our CEO, Vern Sumnicht, discuss how advisors can now reduce portfolio risks and… Read More
Among the many ways to graphically review performance and risk numbers, presenting this information in triangle forms can give unique perspectives. In November of last… Read More
In 2013, Financial Planning published an article by iSectors® CEO, Vern Sumnicht, titled “Does Modern Portfolio Theory Still Work?” The core… Read More
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