Shows
Money Life with Chuck JaffeCarson Group's Detrick: 'We do not see recession any time soon'Ryan Detrick, chief market strategist at Carson Group, says the first-half upside surprise from the stock market and economy has positioned the market for a big second half of the year. Detrick says that when the market posts double-digit gains in the first half of the year, historically it has added another 10 percent in the second half; he's forecasting for this year to continue the trend, with the Standard and Poor's 500 projected to gain 21 to 25 percent for the year, a prediction that's way up from the 12 to 15 percent gains he was calling for '23 when he made his annual f...2023-07-141h 00Money Life with Chuck JaffeCrossmark's Fernandez: Today's positives won't stop recession in '23Victoria Fernandez, chief market strategist at Crossmark Global Investments, says that while there are real positives to take away from recent market activity, the lag effect from Federal Reserve actions will slow growth, earnings and profit margins sufficiently to create a small recession in the spring or summer of 2023. She recommends selectively managing portfolios to add balance, but warns against "taking wild swings at this market because things can change too quickly and you'll get caught on the wrong side of that." Veteran technical analyst Martin Pring of Pring Turner Research says that most of the indications he is...2022-11-1558 min
iSectors® SelectionsHow to Win in Investing by Running a Strong Offense and DefenseiSectors, 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.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.2019-08-1400 miniSectors® SelectionsHow Elite Financial Advisors Manage Client ExpectationsiSectors, 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.2019-03-0400 miniSectors® SelectionsiSectors Selections: Intro to the Enhanced Allocation ModelsiSectors, 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 trademark of Sumnicht Holdings, LLC. *Disclosure.2019-02-1100 miniSectors® SelectionsBe an Elite Advisor Using Simple, Efficient Investment PortfoliosAnother lively discussion between iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self about why the difference between advisors with $50 million of assets under management and those with $500+ million is the time spent on investment management compared to client service and acquisition. If an advisor wishes to become elite, (s)he must choose to take one or more of the following actions:Hire an investment professional to manage the portfolio, research and back office operations.Significantly simplify the investment management portion of the firm’s processes.Outsource investment management to a qualified asset allocation specialist....2018-11-0200 miniSectors® SelectionsWhen Should Advisors Focus on Income Funds?As we experience the last act of this equity bull market, advisors are looking for places to protect client funds with potential of earning returns. In this episode, iSectors, Chief Investment Officer, Chuck Self and CEO Vern Sumnicht discuss the importance of investing in income funds and the iSectors' all new Endowment Allocation. Please view the charts discussed during this podcast here. Listen and learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.2018-09-1400 min
iSectors® SelectionsThe Case for iSectors Post-MPT Growth Allocation as a Liquid AlternativeA 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 very wealthiest individual investors have been able to access the alternative strategies that major institutions rely upon to help them reduce portfolio risks and meet investment targets. But now all that is changing, thanks to liquid alternatives and the Post-MPT Allocation. Also be sure to list to our October 24th...2018-04-0900 min
iSectors® SelectionsiSectors® History: How iSectors Came to BeiSectors' founder Vern Sumnicht and chief investment officer, Chuck Self talk about how Vern developed iSectors and its 15 (and growing number of) ETF allocation models including its flagship Post-MPT Growth allocation. Listen and learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure 2017-11-1000 min