Investors pick individual stocks to build portfolios rather than use index funds. Our preference is to use commission free ETFs. Next to not following “The Golden Rule of Investing,” the error of not using index funds is likely the biggest mistake investors make. Remember – The Market is smarter than you are. While there are […]
Retirement Planning Mistake #10
Investors do not monitor their portfolio adequately. Rare is the investor who can place their hands on the Internal Rate of Return (IRR) of their portfolio. An even smaller percentage of investors know how well their portfolio is performing with respect to an appropriate benchmark. The third measure, risk of portfolio, reduces the percentage to […]
Why I Use ETFs Instead of Individual Stocks
Approximately 80% of all investors use individual stocks to populate their portfolios. So why buck the majority trend and use index ETFs? That is a reasonable question that merits an answer. In fact, several answers. Confession: I do select a few individual stocks for certain portfolios, but it is rather rare. Investors inclined toward picking […]
Why Use Index Funds?
The Power of Index Investing Why are 80% to 85% of all investors wrong? Could it be the power of advertising and greed? What do I mean when I say a high percentage of investors have it all wrong? Simple! The majority of investors build their portfolios by selecting individual stocks. While we do not […]
Strategic Asset Allocation: A Starting Point For Portfolio Construction
Much is made of the importance of asset allocation here at ITA Wealth Management. Long-time readers are familiar with the general layout of the portfolios and new readers will find more information by doing a search for “Dashboard.” Not all portfolios tracked on this blog use the seventeen asset allocation classes, but we want to […]
Tactical Asset Allocation: Does It Make Sense?
Here is the link to a particularly useful article for ITA readers. As you read the article, pay particular attention to the fundamentals that provide clues as to whether or not the market is likely to generate lower than average, average, or above average returns over the next 10 to 20 years. Be sure to […]
Useful Website: Transparent Investing
Last evening I was made aware of a useful and interesting website titled, Transparent Investing. Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks. There you will find the link to the Transparent Investing (TI) […]
Keeping It Simple: Building A Basic Portfolio
Having just finished William J. Bernstein’s latest e-Book, simplicity is on my mind. Toward the very end of the book, Bernstein mentions that one can deviate from the three index portfolio by branching out to real estate, TIPs, etc. While the three index mutual funds (VTSMX, VGTSX, and VBMFX) or three index ETFs (VTI, VEA, […]
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