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Ernest Stokely
@ernies
Forum Home   |   Recent Posts
Eminent Member
Joined: December 24, 2019 8:16 AM
Last seen: November 19, 2025 2:20 PM
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Profile Activity
Topics: 5 / Replies: 5
AllTopicsReplies
Topic
Recommended portfolios for bucket investing?
2 years ago
Forum
General Discussions
Replies: 1
Views: 800
Reply
RE: The complexities of tax-deferred portfolio management in retirement

@lowell Lowell, thanks. I wonder if other ITA members are in the same boat, i.e., having significant tax-sheltered investments requiring RMDs into a...

3 years ago
Forum
Retirement Topics
Reply
RE: The complexities of tax-deferred portfolio management in retirement

@lowell Lowell, one immediate problem is one may be forced to liquidate equities at a loss in a down market to raise the RMD cash. That is not a di...

3 years ago
Forum
Retirement Topics
Reply
RE: The complexities of tax-deferred portfolio management in retirement

ps What would be particularly helpful is to have a solution utilizing ITA portfolios and their built-in risk assessment.

3 years ago
Forum
Retirement Topics
Topic
The complexities of tax-deferred portfolio management in retirement
3 years ago
Forum
Retirement Topics
Replies: 6
Views: 1058
Reply
RE: Morningstar discussion on momentum ETFs

@lowell While the article does discuss the nuances of several momentum ETFs, it also has some interesting comments about the use of the momentum metho...

6 years ago
Forum
General Discussions
Topic
Morningstar discussion on momentum ETFs
6 years ago
Forum
General Discussions
Replies: 2
Views: 732
Topic
Negative interest rates?
6 years ago
Forum
General Discussions
Replies: 1
Views: 1059
Reply
RE: Should I be actively trading bonds and dividend ETFs?

Lowell, just now saw your reply almost a month later. Somehow either I don't get replies to posts I am subscribed to, or they are trapped in my email'...

6 years ago
Forum
General Discussions
Topic
Should I be actively trading bonds and dividend ETFs?
6 years ago
Forum
General Discussions
Replies: 3
Views: 1350

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