PODCAST · business
The Sumnicht Podcast: "You'd be Surprised to Know..."
by Vern Sumnicht, MBA, CFP
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.
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About 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!
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Benefits of ABLEnow Accounts for the Disabled
CEO/FOUNDER, Sumnicht and Associates and iSectors® LLC, Vern Sumnicht, covers the benefits of ABLEnow accounts --a new way for individuals with disabilities save money and pay for qualified disability-related expenses. For the first time ever, that means tax-advantaged savings, usually without endangering eligibility for the means-tested benefit programs critical to the health and well-being of many with disabilities. Contributions to an ABLE account can be made by anyone, from the account owner to family, friends and loved ones – helping more people play a part in creating a better quality of life. Disabled himself, since the age of 19, Vern Sumnicht went on to build a very successful family wealth management and institutional investment consulting firm and iSectors® LLC, an investment management strategist that specializes in creating ETF investment allocation models used by investment advisors. Vern is Certified Financial Planner (CFP®) as well as a member of Beta Gamma Sigma and the Financial Planning Association. Visit https://www.able-now.com. Keep in mind that August is #ABLEtoSave Month!
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ABOUT THIS SHOW
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.
HOSTED BY
Vern Sumnicht, MBA, CFP
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How many episodes does The Sumnicht Podcast: "You'd be Surprised to Know..." have?
The Sumnicht Podcast: "You'd be Surprised to Know..." currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Sumnicht Podcast: "You'd be Surprised to Know..." about?
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...
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The Sumnicht Podcast: "You'd be Surprised to Know..." has 2 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts The Sumnicht Podcast: "You'd be Surprised to Know..."?
The Sumnicht Podcast: "You'd be Surprised to Know..." is created and hosted by Vern Sumnicht, MBA, CFP.
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