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

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

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

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

How to Invest Smarter: The 5 Reasons Your Portfolio Isn’t Growing

By | March 23rd, 2013 02:03 AM EST | posted in CIO Letters, Conservative Strategy Insights, ETF Education, Growth Strategy Insights, Press Releases, Spotlight

“Why isn’t my investment portfolio growing?!” I am frequently asked this question by intelligent professionals who have conscientiously saved and made regular contributions to their retirement portfolios throughout their successful careers. They want to know why their 401ks and IRAs … Continue reading

Index Strategy Advisors, Inc. CEO & CIO James McDonald serves on expert panel discussing best ETF portfolio management strategies at world’s largest ETF Conference

By | February 24th, 2013 12:02 AM EST | posted in CIO Letters, ISA Careers, Press Releases, Weekend Edition

On February 11, 2013, 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 tactical equity ETF strategies at the Index Universe 2013 … Continue reading

How to Increase your 401k Performance: The truth about the 401k financial crisis, and how to avoid it.

By | January 11th, 2013 12:01 PM EST | posted in CIO Letters, Conservative Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight

I spent the better part of this week addressing several investors’ 401k portfolio allocation needs.  Many of my conversations were peppered with stories about either the client’s kids or my own.  I really enjoy this aspect of my telephone consultations. … Continue reading

A complex debate simplified by money

By | December 18th, 2012 06:12 PM EST | posted in CIO Letters, Spotlight

My son Jace is a happy 6-year old  first grader. Last Friday evening when his after-care van dropped him home  I looked at him and felt something I had never felt before.  Perhaps like millions of other parents, I viewed … Continue reading

Romney vs Obama vs You – How the U.S. Presidential election results will impact your investment portfolio

By | October 31st, 2012 12:10 AM EST | posted in CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, Growth Strategy Insights, Spotlight, U.S. Sectors

PREPARING YOUR INVESTMENTS FOR UNCERTAINTY Consistently successful investment strategies require thoughtfully developed tactics to achieve investor’s financial goals under different economic scenarios.  With only 1 week remaining before we elect the next commander in chief, uncertainty is the most important … Continue reading

How to Buckle Up Before an August Stock Market Crash

By | August 13th, 2012 10:08 PM EST | posted in CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, Growth Strategy Insights, Spotlight

So far August has been fantastic. Yet, if recent stock market history has taught us anything, it is that we should be financially prepared in the event of a stock market crash.  With fear being near record lows, now is … 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.