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You are here: Home / Archives for Beginning Investors

Five Habits of People In Debt

August 8, 2016 By Lowell Herr

5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help to correct it, you will find there are many solutions

Filed Under: Beginning Investors Tagged With: Beginning Investors

Forum: How To Use It Efficiently

February 24, 2016 By Lowell Herr

I’ll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs. 

Filed Under: Beginning Investors Tagged With: Beginning Investors

How Much Are You Leaving With Your Financial Advisor?

December 17, 2015 By Lowell Herr

  Spurred by this Seeking Alpha article, I decided to check the calculations and run an analysis on my own where the fees are not as high and the return is more in line with what one might expect over the next

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

Another Reason To Prefer ETFs Over Mutual Funds

December 7, 2015 By Lowell Herr

ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds.  In an article in the Sunday Oregonian it was reported that some funds are declaring a capital gains distribution

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

All You Need To Know About Investing On a 3 x 5 Card

September 16, 2015 By Lowell Herr

With credit due to Professor Harold Pollack, check out these basic ideas of investing. If more space were available, I would add a few words to some of Professor Pollack’s suggestions.  For example, if your company offers stock at a discount, take advantage of that opportunity and then sell

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors, Critical Material

The Elements of Investing: Burton G. Malkiel and Charles D. Ellis

September 3, 2015 By Lowell Herr

The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style.  There are five primary sections to this book and they are as follows. It All Starts With Saving Index Diversify Avoid Blunders Keep It Simple There are many

Filed Under: Beginning Investors, Books, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors, Books

ITA Wealth Management Review: Catching Up

August 6, 2015 By Lowell Herr

With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about.  Long-time readers, and those who have taken the time to read a significant portion of the available material, witnessed an evolution

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors, Critical Material

The One Page “Investment Book”

June 25, 2015 By Lowell Herr

How to simplify investing is a clarion call from many investors who are either busy working, have little interest in investing, or are very young with minimal experience.  In an effort to respond to this frequent request, I set out to condense an investing model into a few words.  This

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

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