Lowell Herr | ITA Wealth Management | Page 27 Of 43

How Risky Is Your Portfolio? May 2021

May 4, 2021 By Lowell Herr

Portfolio risk is a subject I’ve written about in prior blog posts. It is particularly important now that U.S. Equities are hovering around all time highs and we are entering the summer months when the stock market tends to generate

Grading Exams

April 23, 2021 By Lowell Herr

How does one balance grading exams when teaching in an educational environment that prides itself on downplaying letter grades, while holding students to high standards of excellence? The system below explains the model I used in my last years of teaching. Were I in the classroom today, I would modify

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

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

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, “

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

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

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.