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Recent Blog Entry

Schrodinger Portfolio Update: 8 July 2026

Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab.  This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times.  I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [Read More...]

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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.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Hawking Portfolio Review: 3 March, 2023

The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs). As such, it requires very little management, other than to re-invest any dividends paid, except for occasional reviews to check on current yields (min 8% target) and discount/premium to Net Asset Value (NAV). The Portfolio is currently holding 25 CEFs with an estimated annual yield of ~11%: The portfolio has … [Read More...]

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Music Recommendations for Week of January 10th: Chopin Preludes

January 10, 2016 By Lowell Herr

Chopin Preludes is the recommendation for this week.  I have two suggestions. Grigory Sokolov performing 24 Chopin Preludes Martha Argerich Plays Chopin Here is one five star Amazon review of the second recommendation. "Five BRILLIANT … [Read more]

How Much Are You Leaving With Your Financial Advisor?

December 17, 2015 By Lowell Herr

  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 … [Read more]

Christmas Music Recommendations for 2015

December 13, 2015 By Lowell Herr

What I consider to be good Christmas music is somewhat limited.  Christmas "musac" played in many department stores this time of year are definitely second tier selections in my book.  I was looking over some of my past recommendations and I see … [Read more]

Risk Management

December 7, 2015 By hedgehunter

Although we regularly emphasize the importance of Risk Management on this site I often worry that members may feel that we do not provide definitive solutions as to how this should be achieved, despite the fact that we make available tools such as … [Read more]

Another Reason To Prefer ETFs Over Mutual Funds

December 7, 2015 By Lowell Herr

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 … [Read more]

Tree of Life Music

December 6, 2015 By Lowell Herr

Last evening I watched Terrence Malick's philosophical film with my wife.  The visual images and background music are stunning.  Here is a link to the music from the film.  Much of this music was familiar, but there were many pieces new to me, or at … [Read more]

And Winter Came by Enya: CD Recommendation for 22 November 2015

November 22, 2015 By Lowell Herr

Sundial Bridge - Redding, California And Winter Came by Enya is the CD recommendation for the week.  I looked for Thanksgiving music but was unable to find a complete album of music I thought would meet a certain standard so I am going with And … [Read more]

Music Recommendations To Counter A Violent Week

November 15, 2015 By Lowell Herr

Two music recommendations come to mind as free societies reel from the violent acts of radicals.  The first is titled "Holy Mother" sung by Clapton and Pavarotti.  The lyrics are printed below. https://www.youtube.com/watch?v=5_OHAkzfT_U Lyrics … [Read more]

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