There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don’t feel you need a large sum of money to get
The Argument for Self-Management
ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios. Numerous models are explained and updated each month. These models vary from the very simple to a few that are more complex. Complex is
Secure Act 2.0 IRA Charitable Annuity
Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program. I’m providing several links for interested readers in this one-time charitable contribution of $53,000. The idea is the following. An individual is permitted to make a one-time contribution of $53,000 (will likely
Financial Repression: Part 1
This series on Financial Repression may be the most important blogs I have posted over the past 18+ years. Keep in mind that I am not providing financial advice. That is a major disclaimer. Rather I am telling readers what I am learning and how I intend to act based
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