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Recent Blog Entry

Carson Portfolio Review: 26 February 2026

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the Sector BPI … [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

Asset Allocation and Market Factors

Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site.  The debate frequently involves the very basics of portfolio construction.  Does one use individual stocks, mutual funds, or ETFs to populate portfolios?  This is a fundamental question.  Here at ITA … [Read More...]

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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]

Christmas Music Recommendations for 2015

December 13, 2015 By Lowell Herr

What I consider to be good Christmas music is somewhat limited.  Christmas "musac" played in many department stores this time of year are definitely second tier selections in my book.  I was looking over some of my past recommendations and I see … [Read more]

Another Reason To Prefer ETFs Over Mutual Funds

December 7, 2015 By Lowell Herr

ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds.  In an article in the Sunday Oregonian it was reported that some funds are declaring a … [Read more]

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General Investment News

Portfolios coming up for review.  Huygens, Pauling, Gauss, and Kepler 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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