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Recent Blog Entry

Bohr Portfolio Review: 12 July 2025

When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted.  That is what happened to both the Bohr and Einstein portfolios.  The owners of each needed funds for education and other emergencies.  When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio growth. … [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]

Critical Material

William Bernstein Recommends Saving More and Spending Less

William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades.  That does not bode well for the 45 to 55 age generation.  Here is a quote from the Bernstein interview. "The way you’re going to get rich is by working hard; not … [Read More...]

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Forum: How To Use It Efficiently

February 24, 2016 By Lowell Herr

I'll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs.  … [Read more]

Debunking Dividend Fallacies

February 19, 2016 By Lowell Herr

While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject.  Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha … [Read more]

Music Recommendations: Two More CDs

February 7, 2016 By Lowell Herr

Sing O Ye Heavens is Moravian music.  It is rare to find a CD where I rate 5 stars to nine (9) songs.  The artists are the Bach Festival Society of Winter Park.  Not only is the singing beautiful, but the under-girding orchestra will give … [Read more]

Mendelssohn’s Elijah and Eternity And A Day

January 31, 2016 By Lowell Herr

Mendelssohn's Elijah is my primary classical music recommendation for this week.  Normally, I'm not a stickler for a particular rendition, but in this case I highly recommend you go with Robert Shaw.  In my mind, it is an outstanding recording of … [Read more]

Top Female Singers

January 17, 2016 By Lowell Herr

In no particular order, here are a few of my top female singers.  These women were selected for both the quality of their voice and the type of music they sing.  As you can see, the range is from opera to country to popular to broadway. Katherine … [Read more]

Revisiting The “Swensen Six” Portfolio

January 13, 2016 By Lowell Herr

Investors looking for a well-diversified and basic portfolio need look no further than the "Swensen Six."  Both HedgeHunter and I've written about David Swensen's simple portfolio before.  More references can be found by searching for Swensen on this … [Read more]

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 … [Read more]

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Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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