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Recent Blog Entry

Pauling Portfolio Update: 13 July 2026

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues to shed negative news and just … [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

Franklin Portfolio Update: 8 April 2025

Stay the course.  Stick with the investment plan.  That is the advice I am following with the Franklin Sector BPI portfolio in this update.  Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone.  Today's strong market is most likely a "dead cat bounce."  Market action tomorrow and the rest of this week will provide a little guidance as to what is in … [Read More...]

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Questions To Ask Before You Hire A Professional Money Manager

August 25, 2013 By Lowell Herr

What To Look For When Selecting A Money Manager In The Investment Answer, authors Daniel Goldie and Gordon Murray pose five critical decisions facing investors.  Decision #1 is - The Do-It-Yourself Decision.  Will you manage your own portfolio or … [Read more]

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