ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / 2013 / Archives for August 2013

Archives for August 2013

Occam’s Razor and Investing

August 26, 2013 By Lowell Herr

Establish Basic Principles of Investing What does Occam’s Razor* principle have to do with investing? Furthermore, what is Occam’s Razor?  The principle states that “Entities should not be multiplied unnecessarily.” The principle is attributed to the 14th century Franciscan friar, William of Ockham.  Isaac Newton stated the Occam’s Razor another way with this rule. “We […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

Questions To Ask Before You Hire A Professional Money Manager

August 25, 2013 By Lowell Herr

What To Look For When Selecting A Money Manager In The Investment Answer, authors Daniel Goldie and Gordon Murray pose five critical decisions facing investors.  Decision #1 is – The Do-It-Yourself Decision.  Will you manage your own portfolio or turn it over to a professional money manager?  Before you make this decision, be sure to […]

Filed Under: Beginning Investors, Critical Material, Portfolio Management Tagged With: Portfolio Management, Professional Management

Meta Data

  • Register
  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • ChatGPT Evaluates The Copernicus Portfolio October 16, 2026
  • Millikan Portfolio Update: 15 October 2026 October 15, 2026
  • Copernicus Portfolio Update: 13 October 2026 October 14, 2026
  • Dirac 2026 Portfolio Review: 12 October 2026 October 14, 2026
  • Gauss Portfolio Update: 12 October 2026 October 12, 2026
  • Kepler Portfolio Review: 8 October 2026 October 8, 2026
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026

Recent Comments

  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Pauling Portfolio Review: 7 August 2026
  • Buffett Indicator & Shiller PE Ratio
  • Darwin Portfolio Review: 2 October, 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Update: 1 October 2026

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Bullish Percent Indicators: 21 April 2023
  • Carson Sector BPI Portfolio Update: 17 April 2024
  • Gauss Sector BPI Portfolio Review: 4 September 2024
  • Carson Sector BPI Portfolio Review: 27 November 2023
  • Hindsight is 2021 – A Year-End Retrospective and Lessons for 2022
  • Franklin Sector BPI Portfolio Review: 12 June 2025
  • Millikan Portfolio Review: 16 March 2026
  • Gauss Sector BPI Update: 31 March 2023
  • Bethe Portfolio Review: 28 March 2023
  • Franklin Portfolio Review: 21 July 2023
  • Two Quarter Rotations of Sector BPI Performance: 29 April 2024

Log in | Website Design by BOING