Ritholtz: 'Great Reset' economic change will impact generations
Barry Ritholtz, chairman of Ritholtz Wealth Management, says that the coronavirus pandemic and the current re-opening have economic parallels to what the United States experienced after World War II, noting that key industries and economic conditions will be changed forever. He believes that curren…
The Case for iSectors Post-MPT Growth Allocation as a Liquid Alternative
A lively, candid discussion about the iSectors Post-MPT Growth Allocation as a liquid alternative. Chief Investment Officer, Chuck Self and iSectors CEO, Vern Sumnicht provide valuable information that you, as a financial advisor or individual investor, can truly absorb.
Until recently, only the v…
How to Win in Investing by Running a Strong Offense and Defense
iSectors, CEO/Founder, Vern Sumnicht and iSectors Chief Investment Officer, Chuck Self discuss the in and outs of the new iSectors Enhanced Allocation Series White Paper! This podcast breaks down the Enhanced Models and how to incorporate them into your clients’ portfolios.Listen and Learn.* iSecto…
iSectors Selections: Intro to the Enhanced Allocation Models
iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self discuss the new iSectors Enhanced Allocation Models. This podcast gives a brief overview of the Enhanced Models and how to incorporate them into your clients’ portfolios. Listen and Learn.* iSectors® is a registered t…
How Elite Financial Advisors Manage Client Expectations
iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self discuss how Sumnicht & Associates works with their clients to set goals and manage expectations. Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.
Markets Are Lower Across the Board. This is How to Play It. 9/23/22
House Republicans are set to lay out their agenda if the party is able to retake control of Congress, with just about a month and a half until the midterm elections. American Enterprise Institute’s Jimmy Pethokoukis breaks down the latest. Plus, a pending deal between Investindustrial and Eataly is…
Episode 70: Chuck Self - Minding The Racial Wealth Gap
Get to know Chuck Self as we discuss: Minding The Racial Wealth Gap, The Winnebago Literacy Council, Lack of Workers, Trans Siberian Orchestra, 5th Ward Brewing, Muhammad Ali, Non Profits, Holidays Pub and Grub, and other interesting topics.
Links:
http://www.winlit.org
http://www.cffoxvall…
Recapping 2018 & Looking Ahead to 2019
ETF.com’s Lara Crigger unveils her 2019 ETF predictions. Morningstar’s Ben Johnson recaps ETFs in 2018, offers a few ETF predictions of his own, and fields rapid-fire ETF questions. iSectors’ Chuck Self discusses recent financial market action and looks ahead to next year.
10 Years After Financial Crisis, What’s Next for Stocks?
Nate & Jason examine what’s changed in the markets over the 10 years since the global financial crisis and whether there’s cause for concern. Chuck Self, Chief Investment Officer at iSectors, offers his perspective on the current financial markets. ETF.com’s Lara Crigger discusses the recent surg…
The Tax Efficiency of ETFs and Why it Matters
One surefire way to improve your investment returns in a taxable account is to minimize the impact of capital gain distributions. We examine the tax efficiency of ETFs compared to mutual funds and explain how a shift away from actively managed mutual funds is exacerbating an often overlooked probl…
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