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You are here: Home / 2016 / Archives for September 2016

Archives for September 2016

Dividend Oriented Investors Portfolio

September 23, 2016 By Lowell Herr

Dividend Oriented Portfolio Investors interested in constructing a dividend oriented portfolio will find this blog of interest.  The thirteen (13) ETFs plus SHY that make up this dividend driven portfolio provide global diversification as well as inflation protection.  Within this group of securities we have characteristics found in the “Swensen Six” and “IVY 10.” Tranche […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Retirement Plan: Am I On Track?

September 19, 2016 By Lowell Herr

Retirement planning is a primary motivator for saving and setting up an investment portfolio.  Are there any saving guidelines for the individual investor?  Below are a few and I suggest you check out William Bernstein’s words of wisdom.  Search “Bernstein” on this blog.  To gauge whether or not your retirement savings program is on track, […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

September Music Recommendation

September 4, 2016 By Lowell Herr

September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one.  After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare in Concert. My top four selections from the CD are: Agnus Dei by Samuel […]

Filed Under: Music Tagged With: Music

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