To register as a Guest, click on this link and fill our the short form. Please place ITA in front of your user name so I know you are not a Spam registrant.
ITA Wealth Management is now free to all readers who register as a Guest. After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level. A Lifetime membership grants readers access to the Kipling spreadsheet. That is the sole difference between a Platinum and Lifetime membership. Many of the blog posts are available without any registration so look around.
What makes this blog, ITA Wealth Management, unique?
- Platinum and Lifetime members learn how to manage their own portfolios.
- Questions are answered promptly.
- Several investing models are explained. The popular Dual Momentum model is one. Another model is the Robo Advisor approach. A new model involving Bullish Percent Indicators is available with the Carson portfolio.
- Examples of real money portfolios are updated and reviewed regularly.
- Access to the Kipling spreadsheet is provided for portfolio management if you are a Lifetime member.
ITA Wealth Management is an investment educational site. The investment models and portfolios use real money.
Gain access to the latest Kipling spreadsheet to help you manage your portfolio. We only support this spreadsheet for Windows users. Some folks have made it work on the Mac running Parallels.
Lifetime membership is now available for $100 to new subscribers. Below are the instructions to gain access to the Kipling spreadsheet.
- Contact me at firstname.lastname@example.org if interested in taking out a Lifetime membership.
- Make out a $100 check to Lowell Herr.
- Mail to the Moss Street address shown below or have your bank send an “electronic check” to this same address.
- Another option is to send $100 to LowellHerr@comcast.net through your PayPal account.
- Signup as a Guest member so you can be elevated to the Lifetime level when the check arrives.
- Notify me by e-mail when the check is on the way so I can look for it.
828 SW Moss Street
Portland, OR 97219-4464
New Members: If you have any signup problems, contact me using this e-mail address (email@example.com).