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Recent Blog Entry

Huygens Portfolio Review: 13 May 2025

Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model.  The other is the computer managed Schrodinger or Schwab's Intelligent Portfolio.  Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security.  Most likely the AOR … [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]

Passive vs. Active

Copernicus Portfolio Review: 4 June 2024

Copernicus is one of two portfolio I highly recommend for working young folks who have little time to spend on portfolio management.  The other obvious choice is the Schrodinger.  The goal of the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency.  While I use four equity ETFs one could easily cut this to one or two.  My two recommendations are VOO and VTI.  I … [Read More...]

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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 … [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]

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]

Beethoven’s Concertos 1 – 4 Featuring Stephen Kovacevich

November 8, 2015 By Lowell Herr

While there are numerous recordings of Beethoven's five concertos, this particular recording on Phillips comes highly recommended.  While it does not include my favorite, the fifth concerto, these four are outstanding, particularly the … [Read more]

Leo Kottke, Berlioz, Boito, and Verdi: CD Recommendations For Week

November 1, 2015 By Lowell Herr

This week I am making two music recommendations, and one actually includes three classical composers.  First, the non-classical recommendation.  As a very different recommendation I am suggesting readers check out Leo Kottke's "Instrumentals: Best Of … [Read more]

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