ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds. In an article in the Sunday Oregonian it was reported that some funds are declaring a capital gains distribution that could amount to as […]
How Much Are You Leaving With Your Financial Advisor?
Spurred by this Seeking Alpha article, I decided to check the calculations and run an analysis on my own where the fees are not as high and the return is more in line with what one might expect over the next ten to fifteen years. After checking the Seeking Alpha author figures I found […]
Revisiting The “Swensen Six” Portfolio
Investors looking for a well-diversified and basic portfolio need look no further than the “Swensen Six.” Both HedgeHunter and I’ve written about David Swensen’s simple portfolio before. More references can be found by searching for Swensen on this blog. Here is the “Swensen Six” portfolio in its most basic form where only six ETFs are […]
Forum: How To Use It Efficiently
I’ll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs. Here are my suggestions of how to best use the Forum. On the Home […]
Test Notification of New Blog Posts
Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts. As the Sysop I log on to the site every day, but this is not convenient for all readers. Apparently a new plugin upgrade reset the notification option so I set up a new registration. Here […]
Splitting Portfolio Into Multiple Parts
Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015. Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review waiting period. We see the rankings change when we use 12 Portfolio Offsets. […]
Five Habits of People In Debt
5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help to correct it, you will find there are many solutions to help you repair your […]
A Brief History of ITA Wealth Management
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 […]
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