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Recent Blog Entry

Bohr Portfolio Review: 6 May 2025

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.  As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently … [Read More...]

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ITA Membership

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

Index vs. Passive Investing

Harold R. Evensky, in his Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets book, makes a distinction between index and passive investing.  Few readers are unaware of the differences between active and passive management, but the subtle definitions between index and passive management deserves some attention. … [Read More...]

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The One Page “Investment Book”

June 25, 2015 By Lowell Herr

How to simplify investing is a clarion call from many investors who are either busy working, have little interest in investing, or are very young with minimal experience.  In an effort to respond to this frequent request, I set out to condense an … [Read more]

Splendor and the Brass: CD Recommendation for June 14

June 14, 2015 By Lowell Herr

In celebration of Kipling's fourth birthday (actually unknown) I am recommending Splendor and the Brass as there are so many five star selections on this single recording.  Featured composers … [Read more]

Biggs and Boston Brass: CD Recommendation for Week of 7 June 2015

June 7, 2015 By Lowell Herr

The Antiphonal Music of Gabrieli is my classical music recommendation this week.  Grab this CD if you can find any available, particularly if you like early music.  Giovanni Gabrieli (1557 - 1612) spans the period from early music into the Baroque … [Read more]

The Power and The Majesty: CD Recommendation for Week

May 31, 2015 By Lowell Herr

Back to another Robert Shaw recommendation - The Power and The Majesty.  A few selections include the following: Haydn's The Heavens are Telling from the Creation Sanctus from Faure's Requiem Lacrimosa from the Mozart Requiem O Fortuna from … [Read more]

Katherine Jenkins: “Rejoice” – CD Recommendation for Week

May 24, 2015 By Lowell Herr

Katherine Jenkins is to perform this evening at the Memorial Day Concert in Washington, D.C.  Hence this recommendation.  At least twice in the past I've suggested her CD's to ITA readers.  Here are links to those … [Read more]

Andrea Bocelli: Romanza – CD Recommendation for Week

May 17, 2015 By Lowell Herr

  As I recall, Romanza featuring Andrea Bocelli was a gift.  I'm a bit surprised I did not recommend this CD before as it has long been a favorite.  One of my favorite selections is Rapsodia, but there are other five star songs found … [Read more]

Northern Lights: Sissel

May 10, 2015 By Lowell Herr

Northern Lights, featuring Sissel, is my CD recommendation for the week.  One of my favorite cuts has Sissel singing "Quando Sento Che Mi Ami" with Jose Carreras.  This not the only song I rate as five star on this beautiful recording.  Sissel is one … [Read more]

Asset Allocation Is Not Responsible For 90% of Portfolio Returns

March 21, 2015 By Lowell Herr

One of the more misunderstood results to come out of the Brinson et al papers is the statement that 90% of a portfolio returns is a result of asset allocation.  This paper by Mitch Tuchman gets it wrong.  Check the first paragraph under Reducing … [Read more]

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