To simplify is the direction I am taking the Einstein. A number of adjustments took place since the last review of this less than stellar performing portfolio. … [Read More...]
The Feynman Study: Part 1
This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from … [Read more]
The Feynman Study
Lowell has invited me to author a series of posts on the ITA Wealth Management website that may be of interest to Platinum members interested in learning more about the practical application of some of the strategies, tactics and analysis tools that … [Read more]
Occam’s Razor and Investing
Establish Basic Principles of Investing What does Occam’s Razor* principle have to do with investing? Furthermore, what is Occam’s Razor? The principle states that “Entities should not be multiplied unnecessarily.” The principle is attributed to … [Read more]
Questions To Ask Before You Hire A Professional Money Manager
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]


