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Recent Blog Entry

Gifting a Grandchild

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...]

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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

The Argument for Self-Management

ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios.  Numerous models are explained and updated each month.  These models vary from the very simple to a few that are more complex.  Complex is … [Read More...]

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Beginner Advice: Getting Started With Portfolio Construction

March 15, 2014 By Lowell Herr

Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month.  What advice would I pass on to such an investor?  The first bit … [Read more]

Useful Website: Transparent Investing

March 10, 2014 By Lowell Herr

Last evening I was made aware of a useful and interesting website titled, Transparent Investing.  Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks.  There you … [Read more]

Living a Dream: Katherine Jenkins

February 2, 2014 By Lowell Herr

One of my favorite female singers is Katherine Jenkins.  Living a Dream is my CD selection for this week and I recommend downloading the MP3 version to save some money.   The following Amazon review provides clues as to what to expect to … [Read more]

Scheherazade: Music Selection for This Week

January 26, 2014 By Lowell Herr

  Scheherazade, composed by Nikolai Rimsky-Korsakov, is my CD recommendation for this week.  While there are many options available, this particular CD also includes Capriccio Espagnol.  This is a Telarc disc and I find their recording … [Read more]

Asset Classes: How Many Should I Own?

January 23, 2014 By Lowell Herr

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  … [Read more]

ETF Rankings: VEU and IDV Lose Ground

January 22, 2014 By Lowell Herr

Two international ETFs lost ground over the last few trading days.  Both VEU and IDV are now performing below SHY as Platinum members can see from the rankings table shown below. ETF Rankings:  Based on the following data we will continue to lower … [Read more]

Risk Parity: A 60/40 Stock/Bond Portfolio Is Not Conservative

January 17, 2014 By Lowell Herr

This blog will make a lot more sense if you are able to capture and read Edward Qian's article, Risk Parity Allocation.  This blog post is a brief description of how risk is calculated.  This not for the mathematically squeamish, but the concept is … [Read more]

Rossini Overtures: CD Recommendation for 12 January 2014

January 12, 2014 By Lowell Herr

If you are looking for rousing and energetic classical music, the Rossini Overtures fit the requirement.  There are many recordings to choose from and here are three that I own. Rossini: Complete Overtures conducted by Neville Marriner Rossini: … [Read more]

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