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

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

How to invest in marijuana

By | June 25th, 2016 06:06 PM EST | posted in Growth Strategy Insights, Press Releases, Spotlight

Marijuana – You can Smoke it, Vape it, eat it, or even rub it, but should you invest in it? In this video, James McDonald, CEO/CIO of Index Strategy Advisors answers that question and offers a smart marijuana investment strategy.

BREXIT Shock: 5 Ways to Protect your Portfolio after the U.K vote to leave the EU

By | June 24th, 2016 01:06 PM EST | posted in Press Releases, Spotlight, Uncategorized

Last night the U.K. declared its intention to end its 40-Year relationship with the European Union.  The overwhelming majority of Economic, Political and Stock market experts predicted the U.K would vote to stay.  They were all wrong.  Consequently stock markets … Continue reading

5 ETF Benefits that can boost your investment results

By | March 25th, 2014 04:03 AM EST | posted in ETF Education, Press Releases

A follow up to my Twitter IPO Analysis

By | March 23rd, 2014 06:03 AM EST | posted in ETF Education, Press Releases, Spotlight

“Twitter is a hugely successful company, but buying the stock is not a smart investment”.  That’s what I told Paul Baiocchi, of during a podcast interview on October 31, 2013 (about a week before Twitter’s initial public offering).  “The … Continue reading

Is President Barack Obama’s new retirement plan an effective savings tool?

By | February 12th, 2014 10:02 AM EST | posted in Press Releases

Jerome Deutsch, Managing Director, U.S. Institutional Markets for Index Strategy Advisors shared with Institutional Investor Magazine: “Portability is a concern”, he continued “After accumulating the $15,000 balance required to roll the account into an IRA, participants may find their options … Continue reading

Index Strategy Advisors, Inc. CEO & CIO James McDonald serves on China expert panel at world’s largest ETF Conference

By | February 1st, 2014 10:02 PM EST | posted in Press Releases, Spotlight, Uncategorized

On January 28, 2014, James McDonald, the Chief Executive Officer and Chief Investment Officer of Index Strategy Advisors, Inc. served as an expert panelist as part of a conference session addressing China: The Outlook & How to invest in it … Continue reading

IndexUniverse & ISA Announce Partnership

By | November 21st, 2013 01:11 PM EST | posted in Press Releases, Spotlight, Uncategorized

San Francisco and Houston (PRWEB) November 21, 2013 IndexUniverse LLC and Index Strategy Advisors (ISA) today announced the launch of a partnership to build and deliver high-quality ETF portfolios to clients. Under the terms of the agreement, ISA will leverage … 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.