By Patrick Traverse | 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
By Patrick Traverse | October 3rd, 2013 03:10 PM EST | posted in Balanced Strategy Insights, ETF Education, ISA Careers, Retirement, Spotlight, Uncategorized
I have noticed many firms claim they operate as a team. However, the term “team” is being used loosely in the financial industry. Team members often work together to secure business but once the client is on board they provide service independently; creating no real ongoing advantage for their clients. I knew that I was looking for something more than a shallow marketing story. I wanted to find a firm that was built to harvest each of its member’s efforts effectively; a firm that was striving to create synergy. I believe I have found it in Index Strategy Advisors. 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.