ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Blog

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

Splendor and the Brass: CD Recommendation for June 14

June 14, 2015 By Lowell Herr

In celebration of Kipling’s fourth birthday (actually unknown) I am recommending Splendor and the Brass as there are so many five star selections on this single recording.  Featured composers are:  Handel, Vivaldi, Holborne, Zelenka, Scheidt, and several anonymous composers. There may be a few of you who are not fans of classical music so an […]

Filed Under: Music Tagged With: Music

Biggs and Boston Brass: CD Recommendation for Week of 7 June 2015

June 7, 2015 By Lowell Herr

The Antiphonal Music of Gabrieli is my classical music recommendation this week.  Grab this CD if you can find any available, particularly if you like early music.  Giovanni Gabrieli (1557 – 1612) spans the period from early music into the Baroque Era.  Just in case this CD is unavailable, a good substitute is Arcangelo Corelli’s […]

Filed Under: Music Tagged With: Music

The Power and The Majesty: CD Recommendation for Week

May 31, 2015 By Lowell Herr

Back to another Robert Shaw recommendation – The Power and The Majesty.  A few selections include the following: Haydn’s The Heavens are Telling from the Creation Sanctus from Faure’s Requiem Lacrimosa from the Mozart Requiem O Fortuna from Orff’s Carmina burana Polovtsian Dances by Borodin Here is a positive review from an Amazon listener. “This […]

Filed Under: Music Tagged With: Music

Katherine Jenkins: “Rejoice” – CD Recommendation for Week

May 24, 2015 By Lowell Herr

Katherine Jenkins is to perform this evening at the Memorial Day Concert in Washington, D.C.  Hence this recommendation.  At least twice in the past I’ve suggested her CD’s to ITA readers.  Here are links to those recommendations. Living a Dream La Diva My CD recommendation this week, Rejoice, is another of Jenkins recordings.  While I […]

Filed Under: Music Tagged With: Music

Andrea Bocelli: Romanza – CD Recommendation for Week

May 17, 2015 By Lowell Herr

  As I recall, Romanza featuring Andrea Bocelli was a gift.  I’m a bit surprised I did not recommend this CD before as it has long been a favorite.  One of my favorite selections is Rapsodia, but there are other five star songs found within this excellent recording. As usual, I include a positive review […]

Filed Under: Music Tagged With: Music

Northern Lights: Sissel

May 10, 2015 By Lowell Herr

Northern Lights, featuring Sissel, is my CD recommendation for the week.  One of my favorite cuts has Sissel singing “Quando Sento Che Mi Ami” with Jose Carreras.  This not the only song I rate as five star on this beautiful recording.  Sissel is one of my favorite female voices, and I have a number of […]

Filed Under: Music Tagged With: Music

Asset Allocation Is Not Responsible For 90% of Portfolio Returns

March 21, 2015 By Lowell Herr

One of the more misunderstood results to come out of the Brinson et al papers is the statement that 90% of a portfolio returns is a result of asset allocation.  This paper by Mitch Tuchman gets it wrong.  Check the first paragraph under Reducing Risk.  90% of a portfolio return is not tied to asset […]

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

Katherine Jenkins: “La Diva” is CD Recommendation for Week

March 15, 2015 By Lowell Herr

Katherine Jenkins, “La Diva” is my CD recommendation for the week.  If the cost is a little steep, then go to Pandora and set up a Katherine Jenkins station.  Pandora does not allow one to listen to specific songs, but you will find music that is pleasant to the ear.  Perhaps a reader knows where […]

Filed Under: Music, Photography Tagged With: Music

William Bernstein Recommends Saving More and Spending Less

March 12, 2015 By Lowell Herr

William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades.  That does not bode well for the 45 to 55 age generation.  Here is a quote from the Bernstein interview. “The way you’re going to get rich is by working hard; not spending a lot of money […]

Filed Under: Critical Material, Music, Photography, Retirement Planning Tagged With: Retirement Planning

  • « Previous Page
  • 1
  • …
  • 55
  • 56
  • 57
  • 58
  • 59
  • …
  • 65
  • Next Page »

Search

Categories

Recent Posts

  • Dirac 2026 Portfolio Review: 2 April 2026
  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026

Recent Comments

  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Archives

Calendar

April 2026
S M T W T F S
 1234
567891011
12131415161718
19202122232425
2627282930  
« Mar    

Online Members

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Beta: A Brief Description
  • Portfolio Hedge: 27 March 2026
  • Beating the Dow With Bonds
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026

General Investment News

Portfolios coming up for review.  Bethe, Huygens, Copernicus and McClintock are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Schrodinger Portfolio Review: 28 August 2023
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Portfolio Construction: Where to Begin?
  • Rutherford Portfolio Review (Tranche 1): 5 April 2024
  • Schrodinger Portfolio Review: 4 November 2024
  • Gauss Asset Allocation Portfolio Review: 5 February 2025
  • Schrodinger Portfolio Review: 15 March 2023
  • The Nasty Mathematics of Volatility
  • Rutherford Portfolio Review (Tranche 2): 30 August 2024
  • Bullish Percent Indicators: 24 November 2023
  • Kahneman-Tversky Portfolio Review: 8 May, 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.