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 / Archives for Critical Material

What Should I Do If I Sell My House or Come Into An Inheritance?

April 11, 2025 By Lowell Herr 3 Comments

The answer to the above question of what to do with a sizable infusion of new cash has multiple answers.  This blog lays out one path for individuals fortunate enough to be faced with this question.  The following plan assumes one does not need this money for living expenses,

Filed Under: Critical Material, Portfolio Management, Risk Management

Buffett Indicator & Shiller PE Ratio

May 2, 2025 By Lowell Herr Leave a Comment

Canyonland National Park Over the last few weeks I’ve been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review.  The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs.  Erratic administration behavior

Filed Under: Critical Material, Portfolio Management, Risk Management Tagged With: Critical Material, Risk Management

Selecting Closed End Funds (CEFs)

May 31, 2025 By Lowell Herr 8 Comments

Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio.  Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF Connect] is one

Filed Under: Portfolio Management, Critical Material, Portfolio Construction Tagged With: CEF Selections

Recession: Will Equities Drop In The Next 18 Months?

November 18, 2025 By Lowell Herr 3 Comments

There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession – or worse.  In fact, I

Filed Under: Critical Material, Risk Management Tagged With: Risk Management

  • « Previous Page
  • 1
  • …
  • 8
  • 9
  • 10

Meta Data

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

Search

Recent Posts

  • Occam’s Razor and Investing August 26, 2013
  • The Feynman Study September 3, 2013
  • The Feynman Study: Part 1 September 5, 2013
  • The Feynman Study: Part 3 September 7, 2013
  • Goofus vs. Gallant September 13, 2013
  • Index vs. Passive Investing September 14, 2013
  • Weekly Music Recommendation September 15, 2013

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • ChatGPT Summary of ITA Wealth Management Blog
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • Bullish Percent Indicator: 30 May 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Bethe 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

  • Occam’s Razor and Investing
  • The Feynman Study
  • The Feynman Study: Part 1
  • The Feynman Study: Part 3
  • Goofus vs. Gallant
  • Nine Critical Investment Decisions
  • Reviewing The Fundamentals of Investing
  • Serious Investors Benchmark Their Portfolio
  • Keep It Simple
  • Advisors Do Not Add Alpha
  • Retirement Planning Mistake #1

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.