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Govi: CD Recommendation for Last Week in October

October 25, 2015 By Lowell Herr

As we complete the last week in October, Govi’s “Andalusian Nights” is an outstanding CD to welcome the month of November.  This CD is filled with wonderful guitar music. Amazon Recommendation:  “I first heard this album at a HIGH END audio store in Costa Mesa, CA. The sales person used it as a demo to […]

Filed Under: Music Tagged With: Music

Ancient Echoes: Russian Choral Music

October 18, 2015 By Lowell Herr

Several years ago a close relative gave me Ancient Echoes as a gift and I’ve treasured this rich music ever since.  I likely would have missed this CD had it not been a gift.  It is one I highly recommend you add to your collection, particularly if you enjoy inspiring choral music. Here are two […]

Filed Under: Music Tagged With: Music

Three Tenors in Concert

October 11, 2015 By Lowell Herr

Three Tenors in Concert features Jose Carreras, Placido Domingo, and Luciano Pavarotti, great tenors of our generation.  This CD is worth two Amazon reviews. “For most opera “snobs” the three tenors have committed the ultimate sin: singing “popular songs” outside the opera house.  For the rest of opera lovers, this CD is a miracle. It’s […]

Filed Under: Music Tagged With: Music

All You Need To Know About Investing On a 3 x 5 Card

September 16, 2015 By Lowell Herr

With credit due to Professor Harold Pollack, check out these basic ideas of investing. If more space were available, I would add a few words to some of Professor Pollack’s suggestions.  For example, if your company offers stock at a discount, take advantage of that opportunity and then sell the stock when possible and move […]

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

The Elements of Investing: Burton G. Malkiel and Charles D. Ellis

September 3, 2015 By Lowell Herr

The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style.  There are five primary sections to this book and they are as follows. It All Starts With Saving Index Diversify Avoid Blunders Keep It Simple There are many blog posts that focus on numbers […]

Filed Under: Beginning Investors, Books, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors, Books

How “Robust” is the ITA Wealth Momentum Strategy? – Part 5

August 29, 2015 By hedgehunter

Reducing Uncertainty by Tranching In the first 4 parts of this study we have focused on the optimization and robustness of the primary parameters necessary to apply the ITA Wealth Momentum Strategy – the appropriate look-back periods to measure momentum (Rate Of Change – ROC) and Volatility and the appropriate weights to apply to these […]

Filed Under: Tranche Investing Tagged With: Tranche Investing

ITA Wealth Management Review: Catching Up

August 6, 2015 By Lowell Herr

With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about.  Long-time readers, and those who have taken the time to read a significant portion of the available material, witnessed an evolution in the investment philosophy of […]

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

The Skeptical Investor: Should I Follow An Active or Passive Management Model?

July 13, 2015 By Lowell Herr

What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management?  Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model?  It is easy to be torn between active management and passive management as […]

Filed Under: Beginning Investors, Critical Material, Passive vs. Active Tagged With: Passive vs. Active

Symphonic Spectacular: Eric Kunzel and Cincinnati Pops Orchestra

July 5, 2015 By Lowell Herr

Symphonic Spectacular is a CD filled with 5 star ratings.  Don’t let the few reviews on Amazon put you off.  Many of you will recognize tunes such as Ride of the Valkyries, Espana, Marche Slav, Entry March of the Boyars, and Sabre Dance. In addition to many familiar melodies, this CD was put out by […]

Filed Under: Music, Photography Tagged With: Music

The One Page “Investment Book”

June 25, 2015 By Lowell Herr

How to simplify investing is a clarion call from many investors who are either busy working, have little interest in investing, or are very young with minimal experience.  In an effort to respond to this frequent request, I set out to condense an investing model into a few words.  This Seeking Alpha link is my […]

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

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