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

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

Will Brexit tank your investment portfolio?

By | June 20th, 2016 01:06 AM EST | posted in Conservative Strategy Insights, Growth Strategy Insights, Spotlight, Uncategorized

On Thursday, June 23, Britain will vote on whether or not to leave the European Union. If they vote to leave, some experts have called for a potential U.S. market correction of 10% or more. James McDonald, CIO of Index … Continue reading

Dynamic Asset Allocation – with Patrick Traverse

By | May 20th, 2014 08:05 PM EST | posted in ETF Education, Spotlight, Uncategorized

The ISA Advantage: Dynamic Asset Allocation

By | April 7th, 2014 11:04 AM EST | posted in Spotlight

For the first time in over 70 years, 2000-2010 challenged investor expectations of “normal returns.” Because of heightened volatility, investors with an income focused portfolio would have fared better than investors with a Moderate Growth Portfolio. At ISA we believe, … Continue reading

High Frequency Trading & Index Strategy Advisors

By | April 2nd, 2014 02:04 PM EST | posted in Spotlight

Michael Lewis is back at it again. The author of the popular book “Moneyball: The Art of Winning an Unfair Game”, which was later produced into an Oscar nominated movie has written a book on High Frequency Trading or HFT. … 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.