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Recent Blog Entry

Bohr Portfolio Review: 7 July 2026

Bohr is the Asset Allocation portfolio up for review this morning.  As readers will see in a moment, most of the asset classes are below target and that is intentional.  With the current stock market this high and so narrowly confined to a few stocks it makes good sense to be cautious.  It might be a long wait before the AI stocks implode.  In the meantime I will be keeping the asset classes … [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

Einstein Asset Allocation Portfolio Review: 5 November 2024

During this year (2024) several portfolios were shifted to the Asset Allocation investing model in an effort to return to my investing roots.  The Einstein is one such portfolio.  What I am attempting to do with these portfolios is to get each one close to the recommended percentage for each asset class.  The percentage recommendations come close to the percentages recommended by David Swensen, … [Read More...]

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William Bernstein’s Latest E-Book: Getting Rich Slowly

April 7, 2014 By Lowell Herr

William Bernstein's latest e-Book, If You Can: How Millennials Can Get Rich Slowly, is all about regularly investing equal amounts of money using three mutual funds.  Those funds are:  U.S. Total Stock Market, International Total Stock Market, and … [Read more]

Chopin: 24 Preludes

March 30, 2014 By Lowell Herr

There are many Chopin: 24 Preludes to choose from.  Gregory Sokolov is the artist in this particular and most of the cuts I rate as five stars.  Hence my music recommendation for this week.  The following review by Scott Morrison mirrors my reaction … [Read more]

The Bells of St. Genevieve and Other Baroque Delights

March 16, 2014 By Lowell Herr

The Bells of St. Genevieve and Other Baroque Delights is my classical music recording for the week.  Downloading the MP3 version seems to be the only way to capture this music, but it is worth it.  Below is a positive review from an Amazon reader.  … [Read more]

Beginner Advice: Getting Started With Portfolio Construction

March 15, 2014 By Lowell Herr

Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month.  What advice would I pass on to such an investor?  The first bit of advice is to read all the Beginning Investor and Critical … [Read more]

Useful Website: Transparent Investing

March 10, 2014 By Lowell Herr

Last evening I was made aware of a useful and interesting website titled, Transparent Investing.  Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks.  There you … [Read more]

Living a Dream: Katherine Jenkins

February 2, 2014 By Lowell Herr

One of my favorite female singers is Katherine Jenkins.  Living a Dream is my CD selection for this week and I recommend downloading the MP3 version to save some money.   The following Amazon review provides clues as to what to expect to hear on this … [Read more]

Scheherazade: Music Selection for This Week

January 26, 2014 By Lowell Herr

  Scheherazade, composed by Nikolai Rimsky-Korsakov, is my CD recommendation for this week.  While there are many options available, this particular CD also includes Capriccio Espagnol.  This is a Telarc disc and I find their recording … [Read more]

Asset Classes: How Many Should I Own?

January 23, 2014 By Lowell Herr

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  … [Read more]

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