ETFs are not only ideal for the average investor looking for tax efficiency, better diversification, lower cost and more choices than mutual funds, when creating their long-term portfolio of investments. ETFs also offer benefits that fit the need of more advanced … Continue reading →
“Twitter is a hugely successful company, but buying the stock is not a smart investment”. That’s what I told Paul Baiocchi, of ETF.com during a podcast interview on October 31, 2013 (about a week before Twitter’s initial public offering). “The … Continue reading →
Investing in taxable investment accounts is an important part of any financial plan. However, taxation adds complexity to the investment process. This article explains what makes many ETFs tax efficient investment products. ETFs HAVE LOWER TURNOVER RATIOS With the goal … Continue reading →
Diversification is important when planning a portfolio of investments. The concept helps minimize investment risk by spreading our money across multiple investments. ETFs take it a step further. When compared to available mutual funds, ETFs offer investors more diversification options … Continue reading →
At Index Strategy Advisors, client education is very important. This article is the second of a series that discuss the benefits of using ETFs as our investment vehicle of choice. ETF BENEFIT #2: DIVERSIFICATION Investing in financial markets can be … Continue reading →
At ISA, we are passionate about helping our clients reach their financial goals. We use world class research tools to make investment decisions. Our investment vehicles of choice? ETFs. This article is the first of a series which will describe … Continue reading →
USE ETFs TO INCREASE YOUR CHANCES OF ACHIEVING YOUR FINANCIAL GOALS At Index Strategy Advisors, we are dedicated to helping our clients reach their financial goals. We arm our clients’ portfolios with ETFs because of their numerous benefits. However, many … Continue reading →
Take control of your investment account and invest in yourself not the investment company. Lower your investing fees and maximize your income using Index funds and ETFs. 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.