Age & Investing: The Annuity In My Grandmother’s IRA

By | September 6th, 2013 05:09 PM EST | posted in Balanced Strategy Insights, Custom Strategy Insights, ETF Education, ISA Value, Spotlight, U.S. Indices, U.S. Sectors

QUESTION: IS AN ANNUITY THE BEST INVESTMENT CHOICE FOR MY SITUATION & AGE? If you have ever purchased an annuity, you weren’t necessarily “taken advantage of”, but it’s possible that you were.   Rarely have I seen an annuity utilized … Continue reading

Romney vs Obama vs You – How the U.S. Presidential election results will impact your investment portfolio

By | October 31st, 2012 12:10 AM EST | posted in CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, Growth Strategy Insights, Spotlight, U.S. Sectors

PREPARING YOUR INVESTMENTS FOR UNCERTAINTY Consistently successful investment strategies require thoughtfully developed tactics to achieve investor’s financial goals under different economic scenarios.  With only 1 week remaining before we elect the next commander in chief, uncertainty is the most important … Continue reading

Pencil in 3 Profit Strategies for Wall Street’s 2nd Quarter Earnings Calendar

By | July 15th, 2012 04:07 PM EST | posted in CIO Letters, Custom Strategy Insights, Growth Strategy Insights, Press Releases, Spotlight, U.S. Indices, U.S. Sectors

Some investors don’t realize that (at least) four times per year, financial markets can dramatically shift in response to publicly traded company announcements regarding financial performance.  Other investors may know about the ‘earnings calendar’, but don’t know how to re-balance their investment … Continue reading

How to plan for retirement amidst an uncertain investing environment

By | June 28th, 2012 04:06 PM EST | posted in 10 Fastest Growing Economies, Asia, BRICS, CIO Letters, Conservative Strategy Insights, Currencies, Developed Markets, Emerging Markets, ETF Education, Europe, Global Commodities, Global Sectors, Latin America, Press Releases, Spotlight, U.S. Indices, U.S. Sectors

HOW TO PLAN FOR RETIREMENT IN THE PRESENT INVESTING ENVIRONMENT If you are planning to retire within the next 5, 10, or even 15 years, global challenges facing today’s investing environment require that you take a more active role in … Continue reading

ETF investing strategies for volatile markets

By | June 4th, 2012 08:06 PM EST | posted in CIO Letters, Conservative Strategy Insights, Custom Strategy Insights, Developed Markets, Global Sectors, Growth Strategy Insights, Press Releases, Spotlight, U.S. Indices, U.S. Sectors

ETF Strategies and Faith No More My recommended ETF investing strategies this week are based on a lesson I learned over 20 years ago. When I was a freshman in college, there was a guy in my dorm who loved … Continue reading

Index Strategy Advisors deploys new algorithm for Pimco Total Return ETF

By | February 24th, 2012 07:02 AM EST | posted in Asia, BRICS, Developed Markets, Emerging Markets, Europe, Global Commodities, Global Sectors, Latin America, Middle East, Press Releases, U.S. Indices, U.S. Sectors

Houston, TX – February 24, 2012 – Index Strategy Advisors, Inc., a Registered Investment Advisor specializing in algorithm powered investment research and portfolio management, today reported that it deployed a new algorithm for tracking the PIMCO Total Return Exchange-Traded Fund … Continue reading

Index Strategy Advisors deploys new algorithm for for iShares’ seven new sector-based fixed income ETFs.

By | February 23rd, 2012 09:02 AM EST | posted in Press Releases, U.S. Sectors

Houston,TX– February 23, 2012 –  Index Strategy Advisors, Inc., a Registered Investment Advisor specializing in algorithm powered investment research and portfolio management, today reported that it deployed a new algorithm for tracking iShares’ seven new fixed income ETFs. Sector targeting … Continue reading

Index Strategy Advisors completes new algorithm for Direxion’s 3X BRIC, India, Gold, Natural Gas, Retail ETFs

By | November 23rd, 2011 08:11 PM EST | posted in BRICS, Emerging Markets, Global Commodities, Global Sectors, Press Releases, U.S. Sectors

Houston, TX – November 23, 2011 – Index Strategy Advisors, Inc., a Registered Investment Advisor specializing in algorithm powered investment research and portfolio management, today reported that it had completed the deployment of a new algorithm fortracking the newly released family … Continue reading

Index Strategy Advisors completes new algorithm for UBS double exposure cloud computing ETN

By | October 5th, 2011 09:10 PM EST | posted in Press Releases, U.S. Sectors

Index Strategy Advisors, Inc., a Registered Investment Advisor specializing in algorithm powered investment research and portfolio management, today reported that it had completed the deployment of a new algorithm for tracking the newly released 2X Cloud Computing ETN from UBS, … Continue reading

Index Strategy Advisors completes new algorithm deployment for Proshares latest VIX ETFs

By | October 4th, 2011 09:10 PM EST | posted in Press Releases, U.S. Indices, U.S. Sectors

Houston, TX – October 4, 2011 -Index Strategy Advisors, Inc., a Registered Investment Advisor specializing in algorithm powered investment research and portfolio management, today reported that it had completed the deployment of a new algorithm for tracking the newly released … 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.