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 / Archives for 2015

Archives for 2015

How Much Are You Leaving With Your Financial Advisor?

December 17, 2015 By Lowell Herr

  Spurred by this Seeking Alpha article, I decided to check the calculations and run an analysis on my own where the fees are not as high and the return is more in line with what one might expect over the next

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

Christmas Music Recommendations for 2015

December 13, 2015 By Lowell Herr

What I consider to be good Christmas music is somewhat limited.  Christmas “musac” played in many department stores this time of year are definitely second tier selections in my book.  I was looking over some of my past recommendations and I see where those blog posts were not widely read. 

Filed Under: Music Tagged With: Music

Another Reason To Prefer ETFs Over Mutual Funds

December 7, 2015 By Lowell Herr

ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds.  In an article in the Sunday Oregonian it was reported that some funds are declaring a capital gains distribution

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

Tree of Life Music

December 6, 2015 By Lowell Herr

Last evening I watched Terrence Malick’s philosophical film with my wife.  The visual images and background music are stunning.  Here is a link to the music from the film.  Much of this music was familiar, but there were many pieces new to me, or at least I do not

Filed Under: Music Tagged With: Music

And Winter Came by Enya: CD Recommendation for 22 November 2015

November 22, 2015 By Lowell Herr

Sundial Bridge – Redding, California And Winter Came by Enya is the CD recommendation for the week.  I looked for Thanksgiving music but was unable to find a complete album of music I thought would meet a certain standard so I am going with And Winter Came.  While this

Filed Under: Music Tagged With: Music

Music Recommendations To Counter A Violent Week

November 15, 2015 By Lowell Herr

Two music recommendations come to mind as free societies reel from the violent acts of radicals.  The first is titled “Holy Mother” sung by Clapton and Pavarotti.  The lyrics are printed below. Lyrics by Eric Clapton Holy mother, where are you? Tonight I feel broken in two I’ve seen

Filed Under: Music Tagged With: Music

Beethoven’s Concertos 1 – 4 Featuring Stephen Kovacevich

November 8, 2015 By Lowell Herr

While there are numerous recordings of Beethoven’s five concertos, this particular recording on Phillips comes highly recommended.  While it does not include my favorite, the fifth concerto, these four are outstanding, particularly the fourth. Rather than take my recommendation, search for some of the top recordings and if possible, add

Filed Under: Music Tagged With: Music

Leo Kottke, Berlioz, Boito, and Verdi: CD Recommendations For Week

November 1, 2015 By Lowell Herr

This week I am making two music recommendations, and one actually includes three classical composers.  First, the non-classical recommendation.  As a very different recommendation I am suggesting readers check out Leo Kottke’s “Instrumentals: Best Of The Capitol Years.”  Looking over my star ratings, most are listed

Filed Under: Music Tagged With: Music

  • 1
  • 2
  • 3
  • …
  • 5
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Millikan Portfolio Review: 4 December 2025 December 4, 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025 November 26, 2025
  • Bullish Percent Indicators: 21 November 2025 November 22, 2025
  • Carson Sector BPI Portfolio Update: 21 November 2025 November 21, 2025
  • Recession: Will Equities Drop In The Next 18 Months? November 18, 2025
  • Copernicus Portfolio Review: 14 November 2025 November 14, 2025
  • Pauling Portfolio Review: 13 November 2025 November 13, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Kepler CEF Portfolio Review: 12 September 2025
  • Buffett Indicator & Shiller PE Ratio
  • Hawking Portfolio Review: 3 October, 2025
  • ChatGPT Summary of ITA Wealth Management Blog
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • Bullish Percent Indicator: 30 May 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Bethe 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

  • Rutherford Portfolio Review (Tranche 2): 4 August 2023
  • Franklin Sector BPI Portfolio Review: 5 June 2024
  • Rutherford Portfolio Review (Tranche 4): 23 June 2023
  • Rutherford Portfolio Review: 27 December 2024
  • Rutherford Portfolio Review (Tranche 1): 28 June 2024
  • Rutherford-Darwin Portfolio Review: 28 February 2025
  • Bullish Percent Indicators: 29 December 2023
  • Hawking Portfolio Review: 4 August 2023
  • Rutherford Portfolio Review (Tranche 4): 28 March 2024
  • Kahneman-Tversky Portfolio Review: 1 September, 2023
  • Nine Critical Investment Decisions

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.