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You are here: Home / Archives for Lowell Herr

William Bernstein’s Latest E-Book: Getting Rich Slowly

April 7, 2014 By Lowell Herr

William Bernstein’s latest e-Book, If You Can: How Millennials Can Get Rich Slowly, is all about regularly investing equal amounts of money using three mutual funds.  Those funds are:  U.S. Total Stock Market, International Total Stock Market, and U.S. Bond Market.  Save 15% of your salary each month, and that is about it.  Bernstein’s recommendations […]

Filed Under: Books Tagged With: Books

Chopin: 24 Preludes

March 30, 2014 By Lowell Herr

There are many Chopin: 24 Preludes to choose from.  Gregory Sokolov is the artist in this particular and most of the cuts I rate as five stars.  Hence my music recommendation for this week.  The following review by Scott Morrison mirrors my reaction to this recording. “Grigory Sokolov is a pianist who just recently ventured […]

Filed Under: Music Tagged With: Classical Music

The Bells of St. Genevieve and Other Baroque Delights

March 16, 2014 By Lowell Herr

The Bells of St. Genevieve and Other Baroque Delights is my classical music recording for the week.  Downloading the MP3 version seems to be the only way to capture this music, but it is worth it.  Below is a positive review from an Amazon reader.  Based on the way I frequently listen to music (one […]

Filed Under: Music Tagged With: Classical Music

Beginner Advice: Getting Started With Portfolio Construction

March 15, 2014 By Lowell Herr

Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month.  What advice would I pass on to such an investor?  The first bit of advice is to read all the Beginning Investor and Critical Information posts. These can be found under Categories in the right-hand […]

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

Useful Website: Transparent Investing

March 10, 2014 By Lowell Herr

Last evening I was made aware of a useful and interesting website titled, Transparent Investing.  Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks.  There you will find the link to the Transparent Investing (TI) […]

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

Living a Dream: Katherine Jenkins

February 2, 2014 By Lowell Herr

One of my favorite female singers is Katherine Jenkins.  Living a Dream is my CD selection for this week and I recommend downloading the MP3 version to save some money.   The following Amazon review provides clues as to what to expect to hear on this recording.  It is a stunning collection.  I’ll likely suggest […]

Filed Under: Music Tagged With: CD Recommendations, Music

Scheherazade: Music Selection for This Week

January 26, 2014 By Lowell Herr

  Scheherazade, composed by Nikolai Rimsky-Korsakov, is my CD recommendation for this week.  While there are many options available, this particular CD also includes Capriccio Espagnol.  This is a Telarc disc and I find their recording standards to be quite high.  Following is one of several favorable reviews on Amazon. “The performance is one in […]

Filed Under: Music Tagged With: CD Recommendations

Asset Classes: How Many Should I Own?

January 23, 2014 By Lowell Herr

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  William Bernstein answers the question this way.  “You might as well ask the meaning […]

Filed Under: Portfolio Construction Tagged With: Asset Allocation, Portfolio Construction

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