With credit due to Professor Harold Pollack, check out these basic ideas of investing. If more space were available, I would add a few words to some of Professor Pollack’s suggestions. For example, if your company offers stock at a discount, take advantage of that opportunity and then sell the stock when possible and move […]
Another Reason To Prefer ETFs Over Mutual Funds
ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds. In an article in the Sunday Oregonian it was reported that some funds are declaring a capital gains distribution that could amount to as […]
How Much Are You Leaving With Your Financial Advisor?
Spurred by this Seeking Alpha article, I decided to check the calculations and run an analysis on my own where the fees are not as high and the return is more in line with what one might expect over the next ten to fifteen years. After checking the Seeking Alpha author figures I found […]
Revisiting The “Swensen Six” Portfolio
Investors looking for a well-diversified and basic portfolio need look no further than the “Swensen Six.” Both HedgeHunter and I’ve written about David Swensen’s simple portfolio before. More references can be found by searching for Swensen on this blog. Here is the “Swensen Six” portfolio in its most basic form where only six ETFs are […]
Debunking Dividend Fallacies
While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject. Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha article that debunks what many Dividend Growth Investors (DGI) advocate. While the article […]
The Nasty Mathematics of Volatility
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 […]
Over-Valued Market: Four Critical Indicators
ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued. As investors, we need to pay attention to these long-term indicators. The links below provide quick access to the numerical values backing the high valuation of the current market. These values will slowly change over time so we need to be […]
Test Notification of New Blog Posts
Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts. As the Sysop I log on to the site every day, but this is not convenient for all readers. Apparently a new plugin upgrade reset the notification option so I set up a new registration. Here […]
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