The Right Team Matters – It Doesn’t Take a ‘Shutdown’ To Show Us That

By | October 3rd, 2013 03:10 PM EST | posted in Balanced Strategy Insights, ETF Education, ISA Careers, Retirement, Spotlight, Uncategorized

I have noticed many firms claim they operate as a team. However, the term “team” is being used loosely in the financial industry. Team members often work together to secure business but once the client is on board they provide service independently; creating no real ongoing advantage for their clients. I knew that I was looking for something more than a shallow marketing story. I wanted to find a firm that was built to harvest each of its member’s efforts effectively; a firm that was striving to create synergy. I believe I have found it in Index Strategy Advisors. Continue reading

Age & Investing: The Annuity In My Grandmother’s IRA

By | September 6th, 2013 05:09 PM EST | posted in Balanced Strategy Insights, Custom Strategy Insights, ETF Education, ISA Value, Spotlight, U.S. Indices, U.S. Sectors

QUESTION: IS AN ANNUITY THE BEST INVESTMENT CHOICE FOR MY SITUATION & AGE? If you have ever purchased an annuity, you weren’t necessarily “taken advantage of”, but it’s possible that you were.   Rarely have I seen an annuity utilized … Continue reading

Bull Market Advice… Protect Your Profit

By | August 29th, 2013 06:08 AM EST | posted in Balanced Strategy Insights, Conservative Strategy Insights, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight

Your Portfolio Has Grown Nicely This Year…  Protect Your Profit Now… Everyone I talk with lately wants to boast about how well they have been doing in the stock market.  Well, almost everyone.  And frankly, most people should be excited … Continue reading

The Market Vectors Israel ETF

By | July 18th, 2013 02:07 PM EST | posted in Balanced Strategy Insights, Conservative Strategy Insights, Custom Strategy Insights, Developed Markets, Emerging Markets, Growth Strategy Insights, Middle East, Press Releases, Spotlight

Index Strategy Advisors (ISA) is adding a 5% allocation in the Market Vectors Israel ETF (ISRA: NYSEArca) to the international component of its investment strategy. We believe that ISRA offers our clients a unique opportunity to invest in a dynamic, … Continue reading

How I Built the World’s Smartest Bear Market Portfolio

By | June 23rd, 2013 01:06 AM EST | posted in Balanced Strategy Insights, CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, Emerging Markets, Europe, Global Sectors, Growth Strategy Insights, Latin America, Press Releases, Spotlight

On June 8th 2013, I received a message from a friend on Facebook. She wanted to talk to me about rolling over her 401k from a previous job to an IRA.  It’s not unusual for me to receive a message … Continue reading

What are the actual Financial Advisor fees associated with your retirement or investment portfolio?

By | November 30th, 2012 06:11 AM EST | posted in Balanced Strategy Insights, Conservative Strategy Insights, ETF Education, Growth Strategy Insights, ISA Careers

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

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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.