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You are here: Home / 2021 / Archives for March 2021

Archives for March 2021

The Elements of Investing: Part II

March 27, 2021 By Lowell Herr

Chapter two of The Elements of Investing covers index investing.  When it comes to investing, nobody knows more than the market.  William F. Sharpe put is simply in an article many years ago when he wrote – The Arithmetic

Filed Under: Beginning Investors, Asset Allocation, Books, Critical Material, Passive vs. Active Tagged With: Beginning Investors, Books, Critical Material

The Elements of Investing: Part I

March 25, 2021 By Lowell Herr

Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing.  This compact book hits on all cylinders of investing and the first one is the most important – SAVE.  This

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

The Golden Rule of Investing

March 17, 2021 By Lowell Herr

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.”  The operative word is early.  William J. Bernstein lays it out in stark language in his book, “

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

New Content Notification

March 13, 2021 By Lowell Herr

Several readers contacted me about new blog post notifications.  New content was not reaching readers unless they logged into ITA Wealth Management. This post

Filed Under: Uncategorized Tagged With: Miscellaneous

Portfolio Benchmarking: Looking Beyond Portfolio Returns

March 11, 2021 By Lowell Herr

In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking.  Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link

Filed Under: Benchmarks Tagged With: Benchmarks

Where Did All The Posts Go?

March 9, 2021 By Lowell Herr

If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct.  I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful. 

Filed Under: Uncategorized Tagged With: Miscellaneous

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