Forget the 529 Savings Plan: Here’s a better way to pay for your kid’s college.

By | July 8th, 2016 01:07 PM EST | posted in Conservative Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight, Uncategorized

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

Will Brexit tank your investment portfolio?

By | June 20th, 2016 01:06 AM EST | posted in Conservative Strategy Insights, Growth Strategy Insights, Spotlight, Uncategorized

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

Risk Management: Does your investment portfolio play defense?

By | December 11th, 2013 07:12 PM EST | posted in Conservative Strategy Insights, Retirement, Risk Management, Spotlight

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

Bull Market Advice… Protect Your Profit

By | August 29th, 2013 06:08 AM EST | posted in Balanced Strategy Insights, Conservative Strategy Insights, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight

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

The Market Vectors Israel ETF

By | July 18th, 2013 02:07 PM EST | posted in Balanced Strategy Insights, Conservative Strategy Insights, Custom Strategy Insights, Developed Markets, Emerging Markets, Growth Strategy Insights, Middle East, Press Releases, Spotlight

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

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

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

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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.