Lowell Herr | ITA Wealth Management

Katherine Jenkins: “La Diva” is CD Recommendation for Week

March 15, 2015 By Lowell Herr

Katherine Jenkins, “La Diva” is my CD recommendation for the week. If the cost is a little steep, then go to Pandora and set up a Katherine Jenkins station. Pandora does not allow one to listen to specific songs, but you will find music that is pleasant

William Bernstein Recommends Saving More and Spending Less

March 12, 2015 By Lowell Herr

William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades. That does not bode well for the 45 to 55 age generation. Here is a quote from the Bernstein interview. “The way you’re going to get rich is by working hard; not

Respighi: Ancient Airs and Dances

February 15, 2015 By Lowell Herr

There are several CDs featuring Respighi’s Ancient Airs and Dances, so take time to look over the choices. The link is the particular recording I have and I highly recommend it. Some of the CD recordings are somewhat rare and command a high price so be careful when you

Orpheus Chamber Orchestra Featuring Albinoni, Purcell, Bach, Corelli, Handel and Vivaldi

January 25, 2015 By Lowell Herr

Are you looking for an album filled with five star recordings? Then look no further than this fine CD by the Orpheus Chamber Orchestra. Here is one review I pulled from an Amazon listener. “I have found that the performance style of the Orpheus Chamber Orchestra (OCO) typically

Retirement Planning Mistake #11

January 22, 2015 By Lowell Herr

Although alluded to in this “mistake series,” an emphasis, or special attention needs to be given to portfolio volatility or risk management. Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio (SR) and/or Retirement Ratio (RR), we need to focus on protecting

Back Testing Issues: Remain Skeptical of Results

January 12, 2015 By Lowell Herr

Ernest Stokley was kind enough to spend time learning a new software language in order to run back-tests on ETFs used to populate ITA portfolios. There is an abundance of noise or uncertainty when analyzing data for back-testing. Here are a few examples. Actual Buy and Sell prices will not

Ceremonial Music for Trumpet and Symphonic Organ: CD Recommendation for Week

January 4, 2015 By Lowell Herr

Ceremonial Music for Trumpet and Symphonic Organ is my CD recommendation for the week of January 4, 2015. I’ve given five stars (top rating) to each cut from this CD. Composers such as Mendelssohn, Purcell, Clarke, Hovhaness, Bach, Handel, and Charpentier are featured. Here is a review that I can

Gordon Equation Revisited: A Time To Be Cautious

December 17, 2014 By Lowell Herr

Back on December 16, 2009 I wrote a blog and then revised it in 2010. (Excuse the different size fonts as that comes from a copy and paste.) Those original writings are how history. This is the latest update of the Gordon Equation. I first learned of this equation while