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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

Pay Attention to Fees: 8 June 2023

While I've written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an "endowment" on the doorstep of an active manager.  A few readers will remember load funds where the cost to gain access to a fund cost 8.5%.  … [Read More...]

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Occam’s Razor and Investing

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This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the … [Read more]

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Portfolios coming up for review.  McClintock, Pauling, and Copernicus 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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