CHARLESTON, SC (October 22, 2013) Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has partnered with Charleston, SC based Crosby Insurance Group to deliver ISA’s investment portfolio management to Crosby’s current clients through Crosby’s offices in Mount … Continue reading →
THIS WEEK’S MAILBAG In the past week, our clients and partners have sent us several questions about ISA’s Portfolio Optimization process, which is the output of ISA’s Portfolio Second Opinion. Our Investment Advisor Representative trainees have also been discussing it. I’ll answer … Continue reading →
WHAT LANCE ARMSTRONG AND MANTI TE’O CAN TEACH FINANCIAL ADVISORS The events that took place in the major sports landscape over the past week involving Lance Armstrong and Manti Te’o embody many of the same fundamental characteristics that contributed to … Continue reading →
IS YOUR CURRENT INVESTMENT ADVISOR WORKING FROM A FLAWED STRUCTURE? This week we’re not going to examine our firm’s employees individually. Instead, we will address the structural separation between ISA’s Advisory Services and Investment Management groups. We will examine how … Continue reading →
PURSUING A CAREER WITH MORE MEANING — INVESTMENT ADVISOR REPRESENTATIVE WITH INDEX STRATEGY ADVISORS Each week, we publish an “Advisory Services Group Spotlight.” It’s a brief interview with an individual from our Advisory Services Group, which consists of our Investment … Continue reading →
“Stopping Short” of the Fiscal Cliff: The American Taxpayer Relief Act of 2012 During the last hours of 2012 and the first few hours of 2013, Congress (specifically the Senate) and the White House (specifically the Vice President) worked to … Continue reading →
IRS ANNOUNCES COST-OF-LIVING ADJUSTMENTS: WHAT ARE YOUR 2013 CONTRIBUTION LIMITS? As it does every year, the Internal Revenue Service announced 2013 cost-of-living adjustments to many of the amounts you and your employer can contribute toward your retirement accounts. These new … Continue reading →
HOUSTON, TEXAS (DECEMBER 26, 2012) Index Strategy Advisors (ISA), a Houston-based Registered Investment Advisor, launched its ‘Careers at Index Strategy Advisors’ Facebook page today. ISA is currently hiring in more than 12 metropolitan areas in the United States. “Earlier this year, we launched … Continue reading →
ASK THE QUESTION: WHAT ARE MY REAL FINANCIAL ADVISOR FEES? I’ve been passively or actively involved in the market for roughly 15 years, and most of the time, my investments have been managed by a licensed Financial Advisor. Like many … Continue reading →
WHEN “DIFFERENT” CONCEPTS BECOME THE NORM At ISA, we’re not even a year old, and we’re already being lumped into a category. We are in a new era of investing, one where ‘old school’ notions of mutual fund or stock-laden … 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.