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Recent Blog Entry

McClintock Sector BPI Portfolio Update: 16 January 2026

We end an active week of portfolio reviews with an update of the McClintock.  McClintock is one of the youngest Sector BPI portfolios with a 2-year history.  Thus far the Sector BPI investing model is showing itself to be a very workable investing model.  … [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]

Portfolio Management

Rutherford Portfolio Review (Tranche 4): 19 July 2024

US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week's close: As suggested in last week's post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this … [Read More...]

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Music Recommendations For Easter

March 27, 2016 By Lowell Herr

Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are … [Read more]

Over-Valued Market: Four Critical Indicators

March 13, 2016 By Lowell Herr

ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high … [Read more]

The Nasty Mathematics of Volatility

March 12, 2016 By Lowell Herr

Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started.  Below is an example of why this is an important concept to consider … [Read more]

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]

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