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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

Golden Rule of Investing

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, “The Investor’s

Returning To Investing Roots: 5 August 2024

August 4, 2024 By Lowell Herr 6 Comments

This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used this model

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

If Starting Over

June 10, 2024 By Lowell Herr Leave a Comment

What advice would I pass on to a beginning investor?  Is this advice applicable for a retired investor?  You be the judge. Investing does not require a finance degree from the University of Chicago.  For starters, check out this video to see just how simple it really is.  To broaden

Filed Under: Beginning Investors, Passive vs. Active Tagged With: Beginning Investors

Beginning to Advanced Investors: 4 December 2021

December 4, 2021 By Lowell Herr

There are times when one needs to step out of the weeds of investing and take a fresh look at portfolio construction.  Most readers of ITA Wealth Management have been with us for a number of years, some going as far back to 2008 when this blog

Filed Under: Beginning Investors, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors

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

Investing 101

January 24, 2017 By Lowell Herr

Beginning Investors It is not unusual to read or hear someone say – “I don’t understand what you are talking about.”  When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic ideas

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

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