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Recent Blog Entry

ChatGPT Summary of ITA Wealth Management Blog

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched … [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]

Critical Material

A Brief History of ITA Wealth Management

As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest.  The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement.  The last physics workshop (Project PHYSLab) concluded a 10 year run … [Read More...]

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Investing 101

January 24, 2017 By Lowell Herr

Beginning Investors It is not unusual to read or hear someone say - "I don't understand what you are talking about."  When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic … [Read more]

A Brief History of ITA Wealth Management

January 2, 2017 By Lowell Herr

As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest.  The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement.  The last physics workshop (Project PHYSLab) … [Read more]

Time To Bang The Retirement Drum – Again

November 30, 2016 By Lowell Herr

"Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren't saving enough..."  So writes Stan Choe in an Associated Press article.  Check out the Retirement Planning category … [Read more]

Why Focus On Value and Momentum

October 21, 2016 By Lowell Herr

ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan.  Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard:  Schrodinger's … [Read more]

Retirement Plan: Am I On Track?

September 19, 2016 By Lowell Herr

Retirement planning is a primary motivator for saving and setting up an investment portfolio.  Are there any saving guidelines for the individual investor?  Below are a few and I suggest you check out William Bernstein's words of wisdom.  Search … [Read more]

September Music Recommendation

September 4, 2016 By Lowell Herr

September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one.  After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare … [Read more]

Five Habits of People In Debt

August 8, 2016 By Lowell Herr

5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help … [Read more]

Portfolio Construction From Over 100 ETFs

July 19, 2016 By Lowell Herr

Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities.  Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several … [Read more]

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