Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon.  Thank you for keeping in touch and reading this investment blog.  A few of you have been here for the nearly 15 years I’ve been writing this blog.  A special thanks to Hedgehunter (David) for all his contributions to make this site even […]

  “Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will evoke the love of others; honesty brings trust from people; diligence foretells success; and benevolence encourages others to […]

In addition to Valentine’s Day, today is the 15th anniversary of the launch of ITA Wealth Management.  Investing evolution is evident since my first blog back in 2008.  As you may recall, the stock market was in free-fall that year and it extended through the first quarter of 2009.  The first blog was written on […]

  Wishing all ITA readers a safe and relaxing 4th.

When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate.  In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense than writing a check on a taxable account or from a checking account.  Here is an […]