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You are here: Home / Archives for Miscellaneous

The High Cost of Fees

April 21, 2014 By Lowell Herr

High fees are to be avoided, particularly management fees.  Readers of ITA Wealth Management are well aware of my propensity to keep fees to a minimum and that is why I place so much emphasis on using commission free ETFs.  While most of you are managing your own money, there may be new readers of […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

Music of Alison Krauss

May 25, 2014 By Lowell Herr

Instead of recommending a particular CD, this week I focus on the artist, Alison Krauss.  As a late bloomer when it comes to many genres of music, I first heard Ms. Krauss in a few songs from the soundtrack of O Brother, Where Art Thou?  That is one CD I highly recommend.  Other albums featuring […]

Filed Under: Music Tagged With: Music Recommendations

Asset Allocation – Risk Parity Revisited: Part 1

June 12, 2014 By hedgehunter

Having selected a number of assets to include in a portfolio, a key decision any investor has to make is “What percentage of my available funds should I allocate to each asset held in my portfolio?” In the Feynman Study I covered a number of common options: 1. Use of a Strategic Asset Allocation Plan (SAA) – […]

Filed Under: Portfolio Construction, Risk Management, Risk Parity Tagged With: Risk Parity

Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is

June 13, 2014 By Lowell Herr

This is a follow-up to the HedgeHunter Risk Parity (RP) post.  This blog post will give readers an overview of how RP is calculated.  This not for the mathematically squeamish, but the concept is not difficult if one can get past one step in the logic.  I agree with HedgeHunter as to flaws in this […]

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

Asset Allocation – Risk Parity Revisited: Part 2

June 13, 2014 By hedgehunter

In my previous Risk Parity Part 1 post I presented possible ways that funds might be allocated to momentum-ranked assets without any filtering to ensure diversification. One possible weakness of this simple form of momentum ranking is that highly correlated assets may rank similarly within the listings – this may be either a good thing […]

Filed Under: Portfolio Construction, Risk Management, Risk Parity Tagged With: Risk Management, Risk Parity

Gounod’s Messe solennelle de Sainte Cecile

July 13, 2014 By Lowell Herr

Gounod’s “Messe solennelle en l’honneur de Sainte Cecile” contains some of the most beautiful music one might ever want to hear.  My favorite selections from this masterpiece are Sanctus and Benedictus, cuts five and six.  I first heard Sanctus in the early 1950s when my parents brought home a vinyl recording that included the musical […]

Filed Under: Music Tagged With: Classical Music

Ceremonial Music for Trumpet and Symphonic Organ

August 10, 2014 By Lowell Herr

  Ceremonial Music for Trumpet and Symphonic Organ is the recommended CD this week.  Rolf Smedvig is the featured trumpeter and Michael Murray is on the organ.  Of the positive reviews on Amazon, this one provides an overview of what to expect from this music.  As a former trumpet player, I thoroughly enjoy this sound.  […]

Filed Under: Music Tagged With: Classical Music, Music

Schubert: Quintet in C

August 17, 2014 By Lowell Herr

Schubert’s Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet.  Here is a positive review I found on Amazon.  Here is another fine recording of this same piece by Schubert. “Many consider Schubert’s […]

Filed Under: Miscellaneous, Music, Photography Tagged With: Classical Music, Music

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