Is President Barack Obama’s new retirement plan an effective savings tool?

By | February 12th, 2014 10:02 AM EST | posted in Press Releases

Jerome Deutsch, Managing Director, U.S. Institutional Markets for Index Strategy Advisors shared with Institutional Investor Magazine: “Portability is a concern”, he continued “After accumulating the $15,000 balance required to roll the account into an IRA, participants may find their options … Continue reading

Index Strategy Advisors, Inc. CEO & CIO James McDonald serves on China expert panel at world’s largest ETF Conference

By | February 1st, 2014 10:02 PM EST | posted in Press Releases, Spotlight, Uncategorized

On January 28, 2014, James McDonald, the Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, Inc. served as an expert panelist as part of a conference session addressing China: The Outlook & How to invest in it … Continue reading

IndexUniverse & ISA Announce Partnership

By | November 21st, 2013 01:11 PM EST | posted in Press Releases, Spotlight, Uncategorized

San Francisco and Houston (PRWEB) November 21, 2013 IndexUniverse LLC and Index Strategy Advisors (ISA) today announced the launch of a partnership to build and deliver high-quality ETF portfolios to clients. Under the terms of the agreement, ISA will leverage … Continue reading

Asmeret Semere named Market Anchor for Index Strategy Advisors, Inc.

By | November 11th, 2013 10:11 AM EST | posted in ISA Careers, Press Releases

HOUSTON, TEXAS (NOVEMBER 11, 2013) Index Strategy Advisors (ISA), a Houston, TX based Registered Investment Advisor, has made an addition to its communications team with the naming of Asmeret Semere as Market Anchor. Ms. Semere will deliver ISA’s weekly global … Continue reading

James McDonald, CEO & CIO of Index Strategy Advisors, Inc. to add substantial investment in Israel

By | July 15th, 2013 07:07 PM EST | posted in 10 Fastest Growing Economies, CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, Developed Markets, Emerging Markets, Global Sectors, Growth Strategy Insights, Middle East, Press Releases, Spotlight

HOUSTON, TX (July 15, 2013) James McDonald, the Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, has added a 5% portfolio allocation into the Market Vectors Israel (ISRA: NYSE Arca) ETF. The ISRA ETF tracks the BlueStar … Continue reading

Ex-NHL defenseman Patrick Traverse named Charleston, SC Regional Vice-President for Index Strategy Advisors, Inc.

By | June 28th, 2013 06:06 AM EST | posted in ISA Careers, Press Releases

CHARLESTON, SC (June 27, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Patrick Traverse as Regional Vice-President in Charleston, SC.  Traverse concluded a notable, 18-Year professional hockey … Continue reading

ETF Report Magazine features Index Strategy Advisors, Inc. Portfolio Risk Management Strategy

By | June 26th, 2013 02:06 AM EST | posted in CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, ETF Education, Press Releases, Spotlight

The July 2013 edition of The Exchange-Traded Funds Report (ETFR) features James McDonald, Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, Inc. (ISA), and his firm’s core risk management strategy.  Through a Q&A interview format, McDonald explains how he … Continue reading

Fong Li Wee, MBA, named Phoenix, AZ Investment Advisor Representative Trainee for Index Strategy Advisors, Inc.

By | June 18th, 2013 10:06 AM EST | posted in ISA Careers, Press Releases

PHOENIX, AZ (June 18, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its sales team, naming Fong Li Wee as Investment Advisor Representative Trainee in Phoenix, AZ. Prior to joining ISA, … Continue reading

Mark Downs named Washington, D.C. Partner for Index Strategy Advisors, Inc.

By | June 17th, 2013 12:06 PM EST | posted in ISA Careers, Press Releases

WASHINGTON, D.C. (June 17, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its shareholders group, introducing Mark Downs as a Partner in Washington, D.C. Mr. Downs is a native Washingtonian, and … Continue reading

Jason Ainsworth named Cleveland, OH Regional Vice-President for Index Strategy Advisors, Inc.

By | June 13th, 2013 01:06 PM EST | posted in ISA Careers, Press Releases

CLEVELAND, OH (June 13, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Jason Ainsworth as Regional Vice-President in Cleveland, OH. Prior to joining ISA, Mr. Ainsworth … Continue reading

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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.