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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

Portfolio Summary: 16 January 2023

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin … [Read More...]

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Occam’s Razor and Investing

August 26, 2013 By Lowell Herr

This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the … [Read more]

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General Investment News

Portfolios coming up for review.  Kepler, Carson, Millikan and Schrodinger 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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