What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren? To begin the discussion, assume the proposed gift is $25,000. Should it be given as a lump sum or spread out over a period of time? Here are … [Read More...]
The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style. There are five primary sections to this book and they are as follows. It All Starts With Saving Index … [Read more]
How “Robust” is the ITA Wealth Momentum Strategy? – Part 5
Reducing Uncertainty by Tranching In the first 4 parts of this study we have focused on the optimization and robustness of the primary parameters necessary to apply the ITA Wealth Momentum Strategy – the appropriate look-back periods to measure … [Read more]
ITA Wealth Management Review: Catching Up
With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about. Long-time readers, and those who have taken the time to read a significant portion of the … [Read more]
The Skeptical Investor: Should I Follow An Active or Passive Management Model?
What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management? Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model? … [Read more]
Symphonic Spectacular: Eric Kunzel and Cincinnati Pops Orchestra
Symphonic Spectacular is a CD filled with 5 star ratings. Don't let the few reviews on Amazon put you off. Many of you will recognize tunes such as Ride of the Valkyries, Espana, Marche Slav, Entry March of the Boyars, and Sabre Dance. In addition … [Read more]
The One Page “Investment Book”
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
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
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]
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