Lowell Herr | ITA Wealth Management

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

Christmas Music Recommendation

December 7, 2014 By Lowell Herr

As we approach the Christmas and New Year holiday season, here is another music selection to add to your growing collection. My CD recommendation this week is A Festival of Carols in Brass featuring the Philadelphia Brass Ensemble. Since I have been remiss in not posting recommendations for a few

Boston Baroque: Lost Music of Early America – Music of the Moravians

November 16, 2014 By Lowell Herr

Boston Baroque is my CD recommendation for the week. It has been a few weeks since I last advocated any music so it about time to put forth another selection. Unfortunately, Amazon does not have this CD set up to listen to short selections from the Lost Music of Early

Ring of Fire Rendition: A Music Interlude

November 12, 2014 By Lowell Herr

As an interlude to investing, take a little time to listen to this rendition of Johnny Cash’s “Ring of Fire.” Hope you have a good sound system and the subwoofer is attached. http://rare.us/story/a-cappella-group-re-imagines-johnny-cashs-ring-of-fire-and-its-mind-blowing/ The song was written by June Carter Cash. Lowell