The Sumnicht Podcast: "You'd be Surprised to Know..."
By Vern Sumnicht, MBA, CFP
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Vern Sumnicht founded Sumnicht & Associates, LLC, a family wealth management and institutional investment consulting business, in 1988. In 2005, he began using index-based exchange-traded funds (ETFs) to allocate his clients’ investment portfolios--a strategy that helped to cut clients’ costs and improved performance. In 2008, the success and recognition of these ETF-based allocation strategies led to the founding of iSectors®, LLC. Recognized by Worth Magazine for four consecutive years as one of the “Top Wealth Advisors,” Vern's Sumnicht & Associates, LLC was also ranked among the Nation’s Top Wealth Managers by Bloomberg for three consecutive years and was recognized as one of the “Top Dogs” by Wealth Manager Magazine. Listen to this podcast to learn about things "you'd be surprised to know" as it pertains to institutional investments, retirement and overall financial planning.
||CleanAbout the Hidden Fees in Mutual Funds||We all know there are front-end loads, back-end loads and 12B-1 fees as well as expense ratios, etc. which are disclosed in the mutual fund's prospectus. There are, however, many other fees that are not---listen and learn!||9/6/2017||Free||View in iTunes|
||CleanBenefits of ABLEnow Accounts for the Disabled||CEO/FOUNDER, Sumnicht and Associates and iSectors® LLC, Vern Sumnicht, covers the benefits of the new ABLEnow accounts --a new way for individuals with disabilities save money and pay for qualified disability-related expenses. For the first time ever,||8/27/2017||Free||View in iTunes|