ISA Advisory Services Spotlight: Q&A – ISA Portfolio Optimization

By | January 29th, 2013 09:01 AM EST | posted in ISA Careers, ISA Employee training, Spotlight

THIS WEEK’S MAILBAG In the past week, our clients and partners have sent us several questions about ISA’s Portfolio Optimization process, which is the output of ISA’s Portfolio Second Opinion. Our Investment Advisor Representative trainees have also been discussing it. I’ll answer … Continue reading

ISA Advisory Services Group Spotlight – Investment Advisor Representative trainee: Jeff Pollitt

By | January 10th, 2013 09:01 AM EST | posted in ISA Careers, ISA Employee training

PURSUING A CAREER WITH MORE MEANING — INVESTMENT ADVISOR REPRESENTATIVE WITH INDEX STRATEGY ADVISORS Each week, we publish an “Advisory Services Group Spotlight.” It’s a brief interview with an individual from our Advisory Services Group, which consists of our Investment … Continue reading

Protected: Market Outlook Info Sources

By | August 16th, 2011 08:08 PM EST | posted in ISA Employee training

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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.