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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

Carson Sector BPI Portfolio Review: 2 September 2025

September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA.  As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the … [Read More...]

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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]

Tactical Asset Allocation: Does It Make Sense?

January 9, 2014 By Lowell Herr

Here is the link to a particularly useful article for ITA readers.  As you read the article, pay particular attention to the fundamentals that provide clues as to whether or not the market is likely to generate lower than average, average, or above … [Read more]

Strategic Asset Allocation: A Starting Point For Portfolio Construction

December 29, 2013 By Lowell Herr

Much is made of the importance of asset allocation here at ITA Wealth Management.  Long-time readers are familiar with the general layout of the portfolios and new readers will find more information by doing a search for "Dashboard."  Not all … [Read more]

Excellent Music from All Classical in Portland, Oregon

December 24, 2013 By Lowell Herr

If you wish to listen to excellent music for a few more days, bring up this URL on your computer or SONOS system. http://www.allclassical.org  and click on Listen. … [Read more]

Vermont Symphony Orchestra: Counterpoint Christmas Music

December 22, 2013 By Lowell Herr

One of my favorite Christmas CDs is Counterpoint: Christmas in Vermont.  I was surprised to find only one review on Amazon, but this reviewer matches my opinion of the recording. "Counterpoint is a twelve-member choral group based in Vermont, … [Read more]

Why Use Index Funds?

December 12, 2013 By Lowell Herr

The Power of Index Investing Why are 80% to 85% of all investors wrong?  Could it be the power of advertising and greed?  What do I mean when I say a high percentage of investors have it all wrong?  Simple!  The majority of investors … [Read more]

Why I Use ETFs Instead of Individual Stocks

November 21, 2013 By Lowell Herr

Approximately 80% of all investors use individual stocks to populate their portfolios.  So why buck the majority trend and use index ETFs?  That is a reasonable question that merits an answer.  In fact, several answers.  Confession:  I do select a … [Read more]

Music Recommendations for 10 November 2013

November 10, 2013 By Lowell Herr

Two music suggestions are coming your way this week as not everyone will enjoy the jazz recommendation.  Recently recommended to me was "The Complete Django Reinhard and Quintet of the Hot Club of France."  Classic Early Recordings is the closest I … [Read more]

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