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William Bernstein’s Latest E-Book: Getting Rich Slowly

April 7, 2014 By Lowell Herr

William Bernstein’s latest e-Book, If You Can: How Millennials Can Get Rich Slowly, is all about regularly investing equal amounts of money using three mutual funds.  Those funds are:  U.S. Total Stock Market, International Total Stock Market, and U.S. Bond Market.  Save 15% of your salary each month, and that is about it.  Bernstein’s recommendations […]

Filed Under: Books Tagged With: Books

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 Tagged With: Beginning Investors, Books

The Nasty Mathematics of Volatility

March 12, 2016 By Lowell Herr

Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started.  Below is an example of why this is an important concept to consider when managing a portfolio.  This basic idea is discussed in Chapter 8 of […]

Filed Under: Books, Critical Material Tagged With: Critical Material

Beating the Dow With Bonds

April 8, 2016 By Lowell Herr

Several years ago I wrote a review of Michael O’Higgins book, Beating the Dow With Bonds.  O’Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan’s article, “Is The Traditional Asset Allocation Dead?” Here is […]

Filed Under: Books Tagged With: Books

The Elements of Investing: Part I

March 25, 2021 By Lowell Herr

Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing.  This compact book hits on all cylinders of investing and the first one is the most important – SAVE.  This simply means, follow The Golden Rule of Investing. A Charles Dicken’s character, Wilkins Micawber, came […]

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

The Elements of Investing: Part II

March 27, 2021 By Lowell Herr

Chapter two of The Elements of Investing covers index investing.  When it comes to investing, nobody knows more than the market.  William F. Sharpe put is simply in an article many years ago when he wrote – The Arithmetic of Active Management.  I find it humorous that Sharpe did not use the word mathematics in […]

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

Dual Momentum Investing by Gary Antonacci

May 21, 2021 By Lowell Herr 18 Comments

Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum.  Relative strength momentum compares the trend of one security with respect to another security.  Platinum members are familiar with this concept as we are always comparing the strength (price performance) of one ETF with another ETF.  Absolute momentum or absolute acceleration examines the […]

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

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