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 →
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 →
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 →
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 →
“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 →
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 →
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 →
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 →
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 →
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.