ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

Forum 1
Ernest Stokely
@ernies
Forum Home   |   Recent Posts
Eminent Member
Joined: December 24, 2019 8:16 AM
Last seen: October 5, 2024 9:08 AM
Follow
Profile Activity
Topics: 5 / Replies: 5
AllTopicsReplies
Topic
Recommended portfolios for bucket investing?
8 months ago
Forum
General Discussions
Replies: 1
Views: 271
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...

2 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...

2 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.

2 years ago
Forum
Retirement Topics
Topic
The complexities of tax-deferred portfolio management in retirement
2 years ago
Forum
Retirement Topics
Replies: 6
Views: 617
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...

5 years ago
Forum
General Discussions
Topic
Morningstar discussion on momentum ETFs
5 years ago
Forum
General Discussions
Replies: 2
Views: 527
Topic
Negative interest rates?
5 years ago
Forum
General Discussions
Replies: 1
Views: 606
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'...

5 years ago
Forum
General Discussions
Topic
Should I be actively trading bonds and dividend ETFs?
5 years ago
Forum
General Discussions
Replies: 3
Views: 801

Search Blog

Recent Posts

  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicator: 30 May 2025
  • Gauss Portfolio Review: 28 May 2025
  • Millikan Portfolio Review: 27 May 2025
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
(Visited 29,931 times, 2 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Selecting Closed End Funds (CEFs) May 31, 2025
  • Bullish Percent Indicator: 30 May 2025 May 31, 2025
  • Gauss Portfolio Review: 28 May 2025 May 28, 2025
  • Millikan Portfolio Review: 27 May 2025 May 27, 2025
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used May 19, 2025
  • Closed End Funds (CEFs): 19 May 2025 May 19, 2025
  • Schrodinger Portfolio Review: 16 May 2025 May 16, 2025

Recent Comments

  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • hedgehunter on Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used

Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Schrodinger Portfolio Review: 3 March 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

General Investment News

Portfolios coming up for review.  Copernicus, Kepler, and Bohr 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is
  • Rutherford Portfolio Review (Tranche 2): 10 May 2024
  • Bullish Percent Indicators: 23 February 2024
  • Millikan Portfolio Review: 20 January 2023
  • Bullish Percent Indicators: 21 July 2023
  • McClintock Portfolio Review: 23 November 2022
  • Closed End Funds (CEFs): 19 May 2025
  • Another Reason To Prefer ETFs Over Mutual Funds
  • Millikan Sector BPI Portfolio Review: 8 August 2023
  • Copernicus Portfolio Review: 14 October 2024
  • Hawking Portfolio Review: 7 July 2023

Log in | Website Design by BOING

%d