Pencil in 3 Profit Strategies for Wall Street’s 2nd Quarter Earnings Calendar

By | July 15th, 2012 04:07 PM EST | posted in CIO Letters, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight, U.S. Indices, U.S. Sectors

Some investors don’t realize that (at least) four times per year, financial markets can dramatically shift in response to publicly traded company announcements regarding financial performance.  Other investors may know about the ‘earnings calendar’, but don’t know how to re-balance their investment … Continue reading

Always Be Positive!!! How positive thinking can grow your investment portfolio

By | July 5th, 2012 05:07 AM EST | posted in CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, ETF Education, Growth Strategy Insights, Press Releases, Spotlight

POSITIVE THINKING ISN’T ALWAYS EASY I feel like a pitiful, suffocating fish out of water whenever the U.S. markets are closed on a weekday. Yesterday was Independence Day, and I spent it in Washington, D.C., not enjoying 4th of July festivities on … Continue reading

How to plan for retirement amidst an uncertain investing environment

By | June 28th, 2012 04:06 PM EST | posted in 10 Fastest Growing Economies, Asia, BRICS, CIO Letters, Conservative Strategy Insights, Currencies, Developed Markets, Emerging Markets, ETF Education, Europe, Global Commodities, Global Sectors, Latin America, Press Releases, Spotlight, U.S. Indices, U.S. Sectors

HOW TO PLAN FOR RETIREMENT IN THE PRESENT INVESTING ENVIRONMENT If you are planning to retire within the next 5, 10, or even 15 years, global challenges facing today’s investing environment require that you take a more active role in … Continue reading

ETF investing strategies for volatile markets

By | June 4th, 2012 08:06 PM EST | posted in CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, Developed Markets, Global Sectors, Growth Strategy Insights, Press Releases, Spotlight, U.S. Indices, U.S. Sectors

ETF Strategies and Faith No More My recommended ETF investing strategies this week are based on a lesson I learned over 20 years ago. When I was a freshman in college, there was a guy in my dorm who loved … Continue reading

Latin America Investment: As Peru Opens Its Investment Door, Sanity (or Wisdom) Says Enter

By | May 22nd, 2012 01:05 AM EST | posted in 10 Fastest Growing Economies, CIO Letters, Custom Strategy Insights, Emerging Markets, Global Commodities, Growth Strategy Insights, Latin America, Press Releases, Spotlight

What is the best Latin America investment? For those among us who are history scholars, when we think of Ancient Peru, we envision the seat of several prominent Andean civilizations, most notably that of the Incas whose empire was captured … Continue reading

4 reasons why I accept Facebook as a friend, but am ignoring the IPO request

By | May 17th, 2012 10:05 PM EST | posted in CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight

I’ll admit it, I am addicted to Facebook. As a free service, I love what Facebook has done for my social life (electronically speaking). Facebook allows me to see and share all the things I love about life through the … 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.