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You are here: Home / Archives for Beginning Investors

Advisors Do Not Add Alpha

October 9, 2013 By Lowell Herr

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

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

Keep It Simple

September 27, 2013 By Lowell Herr

Don’t be surprised if you don’t know the difference between a benchmark ETF and a strategic ETF.  Strategic is sometimes called “Fundamental” or “Active” and they differ from the ETFs we recommend for our ITA portfolios.  To read more about the differences, check out the URL referenced below. Richard Ferri

Filed Under: Beginning Investors Tagged With: Beginning Investors

Buffett vs. Steadman

September 24, 2013 By Lowell Herr

For every Warren Buffet there are a hundred Charlie Steadman’s in the investing world.  While nearly every investor has heard of Buffett, few remember Charlie Steadman. Is there a

Filed Under: Passive vs. Active Tagged With: Beginning Investors

Reviewing The Fundamentals of Investing

September 20, 2013 By Lowell Herr

  Search this blog site for “The Golden Rule of Investing” and you will pick up the basic ideas of Rule #1 of Investing. The Golden Rule of Investing is – “Save as much as you can as early as you can.”  Burton Malkiel puts it this way. “The amount

Filed Under: Beginning Investors Tagged With: Beginning Investors

Nine Critical Investment Decisions

September 19, 2013 By Lowell Herr

Nine Critical Investment Decisions 1.  The Decision to Save or Not to Save 2.  The Go-It-Alone or Professional Manager Decision 3.  The Decision to be a Passive, Active or Mosaic Investor 4.  The Decision to Use Index Funds or Stocks to Populate the Portfolio 5.  The Asset Class or Sector

Filed Under: Beginning Investors Tagged With: Beginning Investors

Goofus vs. Gallant

September 13, 2013 By Lowell Herr

As a small boy, my family subscribed to a magazine called “Children’s Activities.” Each issue contained a story of two characters, Goofus and Gallant. We all wanted to be like Gallant, although we frequently found ourselves behaving like Goofus. Here is another Goofus/Gallant tale, this time with

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

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 nebula from the inside, as the

Filed Under: Beginning Investors Tagged With: Beginning Investors

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