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 / 2022 / Archives for February 2022

Archives for February 2022

Investment Policy Statement: February 2022

February 7, 2022 By Lowell Herr

The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing “[An investment] policy is the most powerful antidote to panic. The best shield for long-term policies against the

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

Meta Data

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

Search

Recent Posts

  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026
  • Millikan Portfolio Review: 13 January 2026 January 13, 2026
  • Darwin 2026: 2 January 2026 January 4, 2026
  • Schrodinger Portfolio Update: 2 January 2026 January 2, 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025

Recent Comments

  • 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
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • Portfolio Construction: Where to Begin?
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Buffett Indicator & Shiller PE Ratio
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Schrodinger Portfolio Update: 28 October 2025

General Investment News

Portfolios coming up for review.  Carson, Millikan, Franklin, Schrodinger and Einstein 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: 19 January 2024
  • Rutherford-Darwin Portfolio Review: 7 March 2025
  • Rutherford Portfolio Review (Tranche 5): 21 April 2023
  • Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
  • Gauss Sector BPI Portfolio Review: 27 May 2024
  • Darwin Portfolio Review: 2 June 2023
  • William Bernstein Recommends Saving More and Spending Less
  • Kepler Portfolio Update: 19 December 2025
  • Rutherford Portfolio Review (Tranche 4): 8 December 2023
  • Bullish Percent Indicators: 18 August 2023
  • Kahneman-Tversky Portfolio Review: 1 December, 2023

Log in | Website Design by BOING