Lowell Herr | ITA Wealth Management

What Is On The Other Side Of The 3 x 5 Card?

February 1, 2017 By Lowell Herr

What is on the other side of the 3 x 5 investment card that you can make use of as an investor? To capitalize on this information, go back and read the basics found on the 3 x 5 card. The links to these two blogs provide overall investment guidance. But where does one go […]

Sector Investing: A Simple Approach

January 30, 2017 By Lowell Herr

Occasionally, I’ll encounter an ITA reader who is interested in constructing a portfolio around sectors. Those who have read Gary Antonacci’s book, Dual Momentum Investing may recall him stating the following. “My favorite dual momentum strategy is one that rotates among the strongest U.S. stock market equity sectors.” This blog is a multi-level explanation of […]

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 about investing. One book I […]

A Brief History of ITA Wealth Management

January 2, 2017 By Lowell Herr

As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest. The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement. The last physics workshop (Project PHYSLab) concluded a 10 year run in the summer of 2001 so […]

Time To Bang The Retirement Drum – Again

November 30, 2016 By Lowell Herr

“Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren’t saving enough…” So writes Stan Choe in an Associated Press article. Check out the Retirement Planning category for past blog posts on this subject. Date from the Federal Reserve indicates that thirty-five (35%) […]

Why Focus On Value and Momentum

October 21, 2016 By Lowell Herr

ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan. Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard: Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard. Check the nine asset classes in the upper left-hand corner […]

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 […]

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, […]