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 2016

Archives for 2016

Beating the Dow With Bonds

April 8, 2016 By Lowell Herr

Several years ago I wrote a review of Michael O’Higgins book, Beating the Dow With Bonds.  O’Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan’s article, “Is

Filed Under: Books Tagged With: Books

Music Recommendations For Easter

March 27, 2016 By Lowell Herr

Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are several familiar choruses. Most compositions of

Filed Under: Music Tagged With: Music

Over-Valued Market: Four Critical Indicators

March 13, 2016 By Lowell Herr

ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high valuation of the current market.  These

Filed Under: Critical Material Tagged With: Critical Material

The Nasty Mathematics of Volatility

March 12, 2016 By Lowell Herr

Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started.  Below is an example of why this is an important concept to consider when managing a

Filed Under: Books, Critical Material Tagged With: Critical Material

Forum: How To Use It Efficiently

February 24, 2016 By Lowell Herr

I’ll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs. 

Filed Under: Beginning Investors Tagged With: Beginning Investors

Debunking Dividend Fallacies

February 19, 2016 By Lowell Herr

While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject.  Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha

Filed Under: Critical Material Tagged With: Critical Material

Music Recommendations: Two More CDs

February 7, 2016 By Lowell Herr

Sing O Ye Heavens is Moravian music.  It is rare to find a CD where I rate 5 stars to nine (9) songs.  The artists are the Bach Festival Society of Winter Park.  Not only is the singing beautiful, but the under-girding orchestra will give

Filed Under: Music Tagged With: Music

Mendelssohn’s Elijah and Eternity And A Day

January 31, 2016 By Lowell Herr

Mendelssohn’s Elijah is my primary classical music recommendation for this week.  Normally, I’m not a stickler for a particular rendition, but in this case I highly recommend you go with Robert Shaw.  In my mind, it is an outstanding recording of this melodious oratorio. If you are not a fan

Filed Under: Music Tagged With: Music

  • « Previous Page
  • 1
  • 2
  • 3
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026
  • Schrodinger Portfolio Update: 24 February 2026 February 24, 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026 February 20, 2026
  • Bohr Portfolio Review: 18 February 2026 February 18, 2026
  • Copernicus Portfolio Update: 12 February 2026 February 12, 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 4 December 2025
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beating the Dow With Bonds
  • Millikan Portfolio Review: 13 January 2026
  • Copernicus Portfolio Update: 14 December 2025
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Beta: A Brief Description

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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 3): 11 August 2023
  • Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
  • Rutherford Portfolio Review (Tranche 2): 16 February 2024
  • Hawking Portfolio Review: 3 October, 2025
  • Kahneman-Tversky Portfolio Review: 9 August, 2024
  • Retirement Planning Mistake #2
  • Kepler CEF Portfolio Review: 12 September 2025
  • Franklin Sector BPI Update: 28 January 2026
  • Bullish Percent Indicators: 24 November 2023
  • Rutherford Portfolio Review: 27 December 2024
  • Schrodinger Portfolio Review: 11 August 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.