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Revisiting The “Swensen Six” Portfolio

January 13, 2016 By Lowell Herr

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 […]

Filed Under: Beginning Investors, Critical Material, Portfolio Construction Tagged With: Portfolio Construction

Music Recommendations for Week of January 10th: Chopin Preludes

January 10, 2016 By Lowell Herr

Chopin Preludes is the recommendation for this week.  I have two suggestions. Grigory Sokolov performing 24 Chopin Preludes Martha Argerich Plays Chopin Here is one five star Amazon review of the second recommendation. “Five BRILLIANT Stars! True Argerich Chopin treasures from the Deutsche Grammophon vault celebrating The Frédéric Chopin Year! To hear Martha Argerich play […]

Filed Under: Music Tagged With: Music

How Much Are You Leaving With Your Financial Advisor?

December 17, 2015 By Lowell Herr

  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 […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

Christmas Music Recommendations for 2015

December 13, 2015 By Lowell Herr

What I consider to be good Christmas music is somewhat limited.  Christmas “musac” played in many department stores this time of year are definitely second tier selections in my book.  I was looking over some of my past recommendations and I see where those blog posts were not widely read.  Here are references to some […]

Filed Under: Music Tagged With: Music

Another Reason To Prefer ETFs Over Mutual Funds

December 7, 2015 By Lowell Herr

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 […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

Tree of Life Music

December 6, 2015 By Lowell Herr

Last evening I watched Terrence Malick’s philosophical film with my wife.  The visual images and background music are stunning.  Here is a link to the music from the film.  Much of this music was familiar, but there were many pieces new to me, or at least I do not have them among my collection.  I […]

Filed Under: Music Tagged With: Music

And Winter Came by Enya: CD Recommendation for 22 November 2015

November 22, 2015 By Lowell Herr

Sundial Bridge – Redding, California And Winter Came by Enya is the CD recommendation for the week.  I looked for Thanksgiving music but was unable to find a complete album of music I thought would meet a certain standard so I am going with And Winter Came.  While this is classified as a Christmas album, […]

Filed Under: Music Tagged With: Music

Music Recommendations To Counter A Violent Week

November 15, 2015 By Lowell Herr

Two music recommendations come to mind as free societies reel from the violent acts of radicals.  The first is titled “Holy Mother” sung by Clapton and Pavarotti.  The lyrics are printed below. Lyrics by Eric Clapton Holy mother, where are you? Tonight I feel broken in two I’ve seen the stars fall from the sky […]

Filed Under: Music Tagged With: Music

Beethoven’s Concertos 1 – 4 Featuring Stephen Kovacevich

November 8, 2015 By Lowell Herr

While there are numerous recordings of Beethoven’s five concertos, this particular recording on Phillips comes highly recommended.  While it does not include my favorite, the fifth concerto, these four are outstanding, particularly the fourth. Rather than take my recommendation, search for some of the top recordings and if possible, add Concerto #5 as it is […]

Filed Under: Music Tagged With: Music

Leo Kottke, Berlioz, Boito, and Verdi: CD Recommendations For Week

November 1, 2015 By Lowell Herr

This week I am making two music recommendations, and one actually includes three classical composers.  First, the non-classical recommendation.  As a very different recommendation I am suggesting readers check out Leo Kottke’s “Instrumentals: Best Of The Capitol Years.”  Looking over my star ratings, most are listed at four stars and higher.  One cut is included, […]

Filed Under: Music Tagged With: Music

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