Rob Isbitts
Sungarden Investment Management was founded by Rob Isbitts, a veteran investment strategist, client advisor and investment educator. Our mission is to deliver straightforward, proactive, investment thinking to a limited number of clients. Rob has been named one of the Top 100 Wealth Advisors in the U.S. by Worth Magazine 3 times. He is the author of two books on investing, and has been a former Chief Investment Officer and mutual fund manager. Rob has consulted with many of his industry peers on portfolio strategy and investment process development. He is a frequent contributor to Forbes.com, as well as USNews.com. In 2021, Rob and his team at Sungarden Investment Management will be debuting ETFPortfolios.com, an investment advisory service for clients, financial advisors and self-directed investors, available on a flat-fee or assets-under-management basis. ETFPortfolios.com opens up Rob's 30+ years of investment strategy experience to clients, advisors and investors, so they can focus on investment process and strategy, instead of stock tips and tired asset allocation techniques. He and his team develop innovative investment strategies that fill a significant gap that exists between what investors truly want, and what Wall Street typically provides. Learn more here .
Articles by Rob Isbitts
- Active Investing
How Risk-Managed Portfolios Aim for Strong Returns With Far Less Stress
My take on beating this market, and improving your chances for a predictable retirement. Hopefully, the headline for this post is taken in the good spirit which which it is intended.
- ETFs
How "Dog Collars" Are Protecting My Portfolio in This Wild Market
From timely to timeless, the 3 most important points we can make about stocks, bonds, ETFs, markets and investing...updated weekly #ETF
- Research
Is “Equity Culture” Dead? The Changing Landscape of Investment
From timely to timeless, the 3 most important points we can make about stocks, bonds, ETFs, markets and investing...updated weekly #stocks #bonds #ETF
- ETFs
Timely vs. Timeless: 3 Must-Know Investing Insights
From timely to timeless, the 3 most important points we can make about stocks, bonds, ETFs, markets and investing...updated weekly #ETF
- ETFs
Markets in Motion: Why the Same Forces Still Drive Trends
Below I highlight some market areas at potential decision points in the weeks ahead. #ETF #2025
- ETFs
Three Years of Market Resilience: The Power of Less
The S&P 500 is right on its 13-month trend, and looks more likely than not to break down. #markets #ETF #investing
- ETFs
What Has Really Changed About Investing
Dominant stocks, short-termism, a trader's playground. Might as well embrace it. #investing #ETF
- Active Investing
The “Starving Chartist” Explores Investment Markets During Holiday Season
We're starved for good long-term ideas. But the charts are about to give us a clue. #investing #charts #ideas
- Active Investing
Rolling Returns: A Way To Get More Out of Analyzing Investments
From 2010 through 2022, there were hardly any 1-year periods where the S&P 500 didn’t make a profit. #stocks #investments
- Active Investing
Inside the Mind of the Short Seller
Based on their analysis, they believe that a stock selling for $X a share is truly “worth” much less than that. #shortselling #stocks
- Active Investing
What To Tell Your Friends When They Brag About Their Stock Portfolio
The longer the party continues, the more that the market’s most speculative elements deliver amazing returns. #stockmarket #investor
- Market Intelligence
Shaving My Head Was An Experience Investors Can Learn From
Just because your stock portfolio always grew back when the market cut it a bit does not mean it will come back the same way this time.
- Market Intelligence
‘Retirement Envy' Is A Problem For Baby Boomers. How To Fix It.
‘Retirement Envy' Is A Problem For Baby Boomers. The keys to investing this decade are very different from the last decade!
- Opinion
Why Your Stock Portfolio Is Performing Worse Than The S&P 500 Index
None. The most popular index is the best performer, just like before the Dot-Com Bubble When you talk about the “stock market” or your “stock portfolio,” what do you really mean?
- Opinion
The Real Reason Active Managers Underperform The S&P 500 Index
None. What The FOMO Is Going On Here? While at Newark airport recently, I noticed an advertisement from an investment management company promoting “Emerging Market Alpha.” My reaction: the headline for this article.
- Opinion
Bank Of America Says 60-40 Portfolios Are Dead. They’re Right.
None. Here’s How To Replace Them A new report by Bank of America Securities (a.k.a.
- Market Intelligence
How Puts and Calls Can Protect Retirement Portfolios
How Puts and Calls Can Protect Your Retirement Portfolio. Retiring: Got Options?People approaching retirement or who are already retired have gotten used to an investment routine.
- Market Intelligence
S&P 500 Or Dow: Which Is Better?
S&P 500 Or Dow: Which Is Better? They are very similar, yet very different.
- Research
Are You More Like Warren Buffett or Jimmy Buffett? (As An Investor)
Two of the most influential investors of our time actually share the same last name…Buffett.