Rich Dad Poor Son

By | August 18th, 2016 08:08 PM EST | posted in Basic ETF Concepts, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight

Last month McKinsey and Company released their 112-page report on falling incomes in advanced economies. The report concluded with a number of disturbing macro trends that demonstrate just how much the socio-economic landscape has, and continues, to change. Index Strategy … Continue reading

How to Invest in Pokemon

By | August 5th, 2016 08:08 PM EST | posted in Basic ETF Concepts, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight

Today, we’re taking a look at the phenomenon that is – Pokemon Go and how to invest in Pokemon. Launched on July 6th, 2016, Pokemon Go is a gaming app for your android or IOS device that has now topped Twitter … Continue reading

The size of the U.S. ETF Market (monthly update)

By | July 1st, 2013 06:07 AM EST | posted in Basic ETF Concepts, ETF Education, Press Releases

The combined assets of the nation’s exchange-traded funds (ETFs) were $1.481 trillion in May 2013, according to the Investment Company Institute. The Institute’s monthly statistical collection also includes the value of shares issued and redeemed by exchange-traded funds. Statistics contained … Continue reading

5 risks that every ETF investor should know about

By | October 11th, 2012 05:10 PM EST | posted in Basic ETF Concepts, ETF Education, Press Releases

In order to understand the risks associated with exchange traded funds (ETF’s), we have to understand what an ETF is. Luckily, it’s just like the acronym makes it out to be. E – Exchange (i.e. the instrument is listed on … Continue reading

Why Dynamic Asset Allocation Might be Right for You

By | October 3rd, 2012 12:10 PM EST | posted in Advanced ETF Concepts, Basic ETF Concepts, Conservative Strategy Insights, Custom Strategy Insights, ETF Education, Spotlight

What do nearly all investors have in common? They see their portfolio values move up and down continuously. Ideally, when our investment accounts take losses, they’d shrink incrementally, and when they show positive returns, they’d move by leaps and bounds. … Continue reading

ETFs vs. Mutual Funds

By | September 1st, 2012 08:09 AM EST | posted in Basic ETF Concepts, ETF Education

ETFs vs. Mutual Funds: Similarities Mutual funds and exchange-traded funds (ETFs) share similarities and can serve similar purposes for investors. Both, for example, can provide the basic building blocks of investors’ portfolios. An ETF is similar to a mutual fund … Continue reading

What is an Exchange Traded Fund (ETF)?

By | May 31st, 2012 10:05 PM EST | posted in Basic ETF Concepts, ETF Education

“What is an Exchange Traded Fund”?, is a question being asked frequently in the modern investing era.  An exchange traded fund (ETF) is an investment vehicle that combines attractive features of traditional mutual funds and individual stocks. Like mutual funds, … Continue reading

ETF Benefits include their low cost and the best features of stocks and mutual funds

By | May 30th, 2012 04:05 PM EST | posted in Basic ETF Concepts, ETF Education

The main  ETF Benefits are their low cost, diversification, flexibility, tax efficiency, transparency, and liquidity.  Investors in ETFs can access a wide variety of markets, and seek profits during advancing or declining markets, all at a reduced cost compared with mutual … Continue reading

ETFs versus stocks the growing divide

By | May 28th, 2012 07:05 PM EST | posted in Basic ETF Concepts, ETF Education

ETFs versus stocks or mutual funds  are rapidly becoming the preferred choice for building investment portfolios. An objective comparison between ETFs and other investment vehicles reveals why. ETFs versus stocks offer better diversification (like mutual funds) at a great cost savings. … Continue reading

ETFs vs. ETNs

By | May 26th, 2012 01:05 AM EST | posted in Basic ETF Concepts, ETF Education

Exchange traded notes (ETNs) and exchange traded funds (ETFs) offer similar benefits but have different structures. ETNs are similar to ETFs, however there are several differences that investors should be aware of. Neither vehicle is superior in every case and … Continue reading

Share
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.