About James McDonald

James McDonald is a 17-year veteran of the investment industry and co-founded Index Strategy Advisors, Inc. in 2010. Prior to ISA James was VP and Director of Strategic Initiatives for the $12 billion Compass Bancshares Wealth Management Group. James holds a FINRA series 65 Investment Advisor Representative license and a Bachelor of Arts degree from Harvard University.

Here’s a Marijuana Investment Portfolio that’s flying Sky high

By | October 13th, 2016 11:10 PM EST | posted in CIO Letters, Custom Strategy Insights, Growth Strategy Insights, Spotlight

Back in June of this year I published a video titled “How to Invest in Marijuna”.  In the video I provided an in depth summary of five companies that Perry and I found compelling enough to select for a diversified marijuana investment portfolio. We ended up selecting 4 … Continue reading

Forget the 529 Savings Plan: Here’s a better way to pay for your kid’s college.

By | July 8th, 2016 01:07 PM EST | posted in Conservative Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight, Uncategorized

529 savings plans have been the first choice for many investors seeking higher education financing. However, when time horizons are long, conservative investments under perform the market, which means less money available when the college tuition bill comes due.  Super … Continue reading

How to invest in marijuana

By | June 25th, 2016 06:06 PM EST | posted in Growth Strategy Insights, Press Releases, Spotlight

Marijuana – You can Smoke it, Vape it, eat it, or even rub it, but should you invest in it? In this video, James McDonald, CEO/CIO of Index Strategy Advisors answers that question and offers a smart marijuana investment strategy.

BREXIT Shock: 5 Ways to Protect your Portfolio after the U.K vote to leave the EU

By | June 24th, 2016 01:06 PM EST | posted in Press Releases, Spotlight, Uncategorized

Last night the U.K. declared its intention to end its 40-Year relationship with the European Union.  The overwhelming majority of Economic, Political and Stock market experts predicted the U.K would vote to stay.  They were all wrong.  Consequently stock markets … Continue reading

Will Brexit tank your investment portfolio?

By | June 20th, 2016 01:06 AM EST | posted in Conservative Strategy Insights, Growth Strategy Insights, Spotlight, Uncategorized

On Thursday, June 23, Britain will vote on whether or not to leave the European Union. If they vote to leave, some experts have called for a potential U.S. market correction of 10% or more. James McDonald, CIO of Index … Continue reading

A follow up to my Twitter IPO Analysis

By | March 23rd, 2014 06:03 AM EST | posted in ETF Education, Press Releases, Spotlight

“Twitter is a hugely successful company, but buying the stock is not a smart investment”.  That’s what I told Paul Baiocchi, of ETF.com during a podcast interview on October 31, 2013 (about a week before Twitter’s initial public offering).  “The … Continue reading

Scenes from Inside ETFs

By | January 28th, 2014 11:01 AM EST | posted in Spotlight

I was so excited today to finally meet Deborah Fuhr!  It’s a special occasion to meet the preeminent thought leaders in your industry and one of the things that makes Inside ETFs such a great event.

Weekly Stock Market Outlook – September 16-20, 2013:

By | September 16th, 2013 09:09 AM EST | posted in Weekly Market Outlook

The key event this week will be the FOMC statement and press conference on Wednesday. It is possible that the FOMC will start to reduce the monthly purchases of assets.  There are three key housing reports that will be released … Continue reading

Weekly Stock Market Recap – September 14, 2013

By | September 14th, 2013 02:09 AM EST | posted in Weekly Market Recap

THE BEST AND WORST STOCK MARKET PERFORMANCES FOR THE WEEK ENDING SEPTEMBER 14, 2013. Performance leaders this week: all 9 U.S. sectors closed the week higher. The industrial goods posted the best performance of the week at 3.3%. The year-to-date U.S. … Continue reading

Weekly Stock Market Outlook – September 9-13, 2013:

By | September 9th, 2013 10:09 AM EST | posted in Weekly Market Outlook

The key report this week will be August retail sales to be released on Friday.  —– Monday, September 9th —– 3:00 PM: Consumer Credit for July from the Federal Reserve. The consensus is for credit to increase $12.3 billion in … Continue reading

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The information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Sources: Index Strategy Advisors, Inc.. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of its stamped publication date, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Index Strategy Advisors to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. The two main risks related to fixed income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.