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 coincides exactly with my personal preferences; it […]
Retirement Planning Mistake #11
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 capital. Imagine you retired in […]
Back Testing Issues: Remain Skeptical of Results
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 match back-testing Buy and Sell […]
Ceremonial Music for Trumpet and Symphonic Organ: CD Recommendation for Week
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 easily second. Classical music lovers […]
Ten Investment Resolutions for 2015
2015 Resolutions As we are turning the page into 2015, it is worthwhile establishing or reexamining our investment goals. Many on the list are not new to readers of ITA Wealth Management. So let’s begin. 1. Lay out an investment plan if you have not already done so. Write it down. Most ITA readers have […]
Gordon Equation Revisited: A Time To Be Cautious
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 reading one of William Bernstein’s […]
Christmas Music Recommendation
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 weeks, a second option to […]
Boston Baroque: Lost Music of Early America – Music of the Moravians
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 America, so just take my […]
Ring of Fire Rendition: A Music Interlude
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
Fama-French 5-Factor Asset Pricing Model
Motivated by a question related to the Morningstar style box, what factors motivate the ITA investment philosophy. Is the style box or SAA model valid even when the securities used to populate the various boxes are highly correlated? The SAA model came on hard times during the Great Recession when seemingly low correlated investments all […]
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