ITA Wealth Management is all about learning to manage your own portfolio instead of hiring a professional money manager. Here is added evidence that consultants and advisors are not adding alpha to some of the most recognized portfolios in the land. Check out this PDF file, “The Futility of the Endowment Model.” There several salient […]
Schubert: Quintet in C
Schubert’s Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet. Here is a positive review I found on Amazon. Here is another fine recording of this same piece by Schubert. “Many consider Schubert’s […]
Fama-French 5-Factor Asset Pricing Model
Motivated by a question related to the Morningstar style box, what factors motivate the ITA investment philosophy. Is the style box or SAA model valid even when the securities used to populate the various boxes are highly correlated? The SAA model came on hard times during the Great Recession when seemingly low correlated investments all […]
William Bernstein Recommends Saving More and Spending Less
William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades. That does not bode well for the 45 to 55 age generation. Here is a quote from the Bernstein interview. “The way you’re going to get rich is by working hard; not spending a lot of money […]
Katherine Jenkins: “La Diva” is CD Recommendation for Week
Katherine Jenkins, “La Diva” is my CD recommendation for the week. If the cost is a little steep, then go to Pandora and set up a Katherine Jenkins station. Pandora does not allow one to listen to specific songs, but you will find music that is pleasant to the ear. Perhaps a reader knows where […]
Symphonic Spectacular: Eric Kunzel and Cincinnati Pops Orchestra
Symphonic Spectacular is a CD filled with 5 star ratings. Don’t let the few reviews on Amazon put you off. Many of you will recognize tunes such as Ride of the Valkyries, Espana, Marche Slav, Entry March of the Boyars, and Sabre Dance. In addition to many familiar melodies, this CD was put out by […]
Protected: Modified Kipling Workbook with Risk Ratios
There is no excerpt because this is a protected post.
Photographs On Display
While ITA Wealth Management is an investment site, I take liberties at times to add music recommendations and this morning I set up a new category for photographs. There may be a few photographers in the group that would enjoying sharing ideas and tips. The image below was made a number of years ago when […]
- 1
- 2
- 3
- 4
- Next Page »




You must be logged in to post a comment.