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 / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
General Discussions
Financial Advice
 
Notifications
Clear all

[Sticky] Financial Advice

 
General Discussions
Last Post by Lowell Herr 3 months ago
1 Posts
1 Users
0 Reactions
133 Views
Unsticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 653
Topic starter April 12, 2025 10:55 AM  

When seeking financial advice my advice is to be cautious.  Beware even when reading this blog.  Find other sources as a check on what is posted here at ITA Wealth Management.  Do not take the information found here as the gospel.  Use other sources as a check.  Does the information make sense?  Is the author selling something other than a book?

Authors of financial books I trust are written by: William J. Bernstein, Larry Swedroe, Rick Ferris, Charles Ellis and a few others.

One of the quickest reads is "The Elements of Investing." Check the Books Category as I wrote three blogs on this book.  It is a one evening read.  Two evenings at most.

One on-line YouTube poster is Rob Berger.  He is down to earth and his advice makes sense.  Here is a link to one of his latest posts.  Look up his name on YouTube and you will find multiple videos.

https://www.youtube.com/watch?v=PmSDRVub8lI

With a little homework one can manage your own finances rather than pay an advisor to use up your money.  Keep this information in the front of your mind.  It is very difficult to outperform the S&P 500.  In other words, ask the prospective financial advisor to show you data showing they have outperformed either VOO or SPY over the past 15 years.

Last bit of advice in keeping it simple is to listen to Professor Howard Pollack. Check out this blog and then click on the Howard Pollack link.  This is all the investment advice you need to manage your own finances.

If you have questions, reply to this message and good investing.

Lowell

 


   
Quote
Topic Tags
Investment Advice

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  Investment Advice (1) ,

Search Blog

Recent Posts

  • Huygens Portfolio Review: 22 July 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Hawking Portfolio Review: 14 July 2025
  • Bohr Portfolio Review: 12 July 2025
  • Questions To Ask Your Money Manager
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 563 Topics
  • 727 Posts
  • 4 Online
  • 278 Members
Our newest member: Adam Imiolek
Latest Post: No Sector Changes
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.6

(Visited 30,348 times, 5 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Huygens Portfolio Review: 22 July 2025 July 22, 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025 July 19, 2025
  • Hawking Portfolio Review: 14 July 2025 July 15, 2025
  • Bohr Portfolio Review: 12 July 2025 July 12, 2025
  • Questions To Ask Your Money Manager July 11, 2025
  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025

Recent Comments

  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 July 2025
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lee Cash on Hawking Portfolio Review: 14 July 2025
  • hedgehunter on Hawking Portfolio Review: 14 July 2025
  • Lee Cash on Hawking Portfolio Review: 14 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Bullish Percent Indicators: 17 April 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Copernicus Portfolio Review: 5 May 2025

General Investment News

Portfolios coming up for review.  Huygens, Schrodinger, Bohr and Millikan 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

  • A Brief History of ITA Wealth Management
  • Millikan Portfolio Review: 1 May 2025
  • Splitting Portfolio Into Multiple Parts
  • The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
  • Rutherford Portfolio Review (Tranche 1): 17 February 2023
  • The One Page “Investment Book”
  • Rutherford Portfolio Review (Tranche 4): 5 January 2024
  • Bullish Percent Indicators: 30 June 2023
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Rutherford Portfolio Review (Tranche 1): 20 September 2024
  • Gauss Portfolio Review: 18 March 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d