529 savings plans have been the first choice for many investors seeking higher education financing. However, when time horizons are long, conservative investments under perform the market, which means less money available when the college tuition bill comes due. Super … Continue reading →
On Thursday, June 23, Britain will vote on whether or not to leave the European Union. If they vote to leave, some experts have called for a potential U.S. market correction of 10% or more. James McDonald, CIO of Index … Continue reading →
KEY TO INVESTING: HAVE A RISK MANAGEMENT STRATEGY Now that you have constructed your portfolio and its Net Income is maximized, let’s talk about the keys to manage “What you can’t control”. With this second article, I will discuss the … Continue reading →
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 →
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 →
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 →
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 →
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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.