Much is made of the importance of asset allocation here at ITA Wealth Management. Long-time readers are familiar with the general layout of the portfolios and new readers will find more information by doing a search for “Dashboard.” Not all portfolios tracked on this blog use the seventeen asset allocation
Archives for 2013
Excellent Music from All Classical in Portland, Oregon
If you wish to listen to excellent music for a few more days, bring up this URL on your computer or SONOS system. http://www.allclassical.org and click on Listen.
Vermont Symphony Orchestra: Counterpoint Christmas Music
One of my favorite Christmas CDs is Counterpoint: Christmas in Vermont. I was surprised to find only one review on Amazon, but this reviewer matches my opinion of the recording. “Counterpoint is a twelve-member choral group based in Vermont, directed by Robert De Cormier, who had a long and
Why Use Index Funds?
The Power of Index Investing Why are 80% to 85% of all investors wrong? Could it be the power of advertising and greed? What do I mean when I say a high percentage of investors have it all wrong? Simple! The majority of investors
Why I Use ETFs Instead of Individual Stocks
Approximately 80% of all investors use individual stocks to populate their portfolios. So why buck the majority trend and use index ETFs? That is a reasonable question that merits an answer. In fact, several answers. Confession: I do select a few individual stocks for
Music Recommendations for 10 November 2013
Two music suggestions are coming your way this week as not everyone will enjoy the jazz recommendation. Recently recommended to me was “The Complete Django Reinhard and Quintet of the Hot Club of France.” Classic Early Recordings is the closest I could come to the collection I was able to
Retirement Planning Mistake #10
Investors do not monitor their portfolio adequately. Rare is the investor who can place their hands on the Internal Rate of Return (IRR) of their portfolio. An even smaller percentage of investors know how well their portfolio is performing with respect to an appropriate benchmark. The
Retirement Planning Mistake #8
Over confident and lacks patience. Over confidence and lack of patience manifests itself in a number of ways. If you think you can beat the market by picking individual stocks, be very careful. If you want to test your skills, set up two portfolios. Use a passive approach with one
- 1
- 2
- 3
- 4
- Next Page »
You must be logged in to post a comment.