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

Rich Dad Poor Son

By | August 18th, 2016 08:08 PM EST | posted in Basic ETF Concepts, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight

Last month McKinsey and Company released their 112-page report on falling incomes in advanced economies. The report concluded with a number of disturbing macro trends that demonstrate just how much the socio-economic landscape has, and continues, to change. Index Strategy … Continue reading

How to Invest in Pokemon

By | August 5th, 2016 08:08 PM EST | posted in Basic ETF Concepts, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight

Today, we’re taking a look at the phenomenon that is – Pokemon Go and how to invest in Pokemon. Launched on July 6th, 2016, Pokemon Go is a gaming app for your android or IOS device that has now topped Twitter … Continue reading

Age & Investing: The Annuity In My Grandmother’s IRA

By | September 6th, 2013 05:09 PM EST | posted in Balanced Strategy Insights, Custom Strategy Insights, ETF Education, ISA Value, Spotlight, U.S. Indices, U.S. Sectors

QUESTION: IS AN ANNUITY THE BEST INVESTMENT CHOICE FOR MY SITUATION & AGE? If you have ever purchased an annuity, you weren’t necessarily “taken advantage of”, but it’s possible that you were.   Rarely have I seen an annuity utilized … 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

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

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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.