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 / Archives for Critical Material

The Elements of Investing: Part I

March 25, 2021 By Lowell Herr

Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing.  This compact book hits on all cylinders of investing and the first one is the most important – SAVE.  This simply means, follow The Golden Rule of Investing. A Charles Dicken’s character, Wilkins Micawber, came […]

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

The Golden Rule of Investing

March 17, 2021 By Lowell Herr

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.”  The operative word is early.  William J. Bernstein lays it out in stark language in his book, “The Investor’s Manifesto“ where he writes, “Each dollar you do not save at 25 will mean two inflation-adjusted dollars that […]

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

Over-Valued Market: Four Critical Indicators

May 6, 2017 By Lowell Herr

Critical Metrics Signal Market Warnings Back in March of 2016 I wrote a blog presenting data related to an over-bought market at that time.  Today’s post (Part 2) is an update and review of that information.  U.S. Equities have not cooled off since March of 2009.  The following data from ReSolve Asset Management analysts lays […]

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

The Importance of Algorithms

February 25, 2017 By Lowell Herr

Doubt is not a pleasant condition, but certainty is an absurd one. – Voltaire I’m a fan of books written by Michael Lewis.  A few that stand out are:  Liar’s Poker, Moneyball, The Big Short, and Flash Boys.  Lewis’ latest work, The Undoing Project, focuses on the lives and work of two Israeli psychologists, Daniel […]

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

Broad Market Conditions: Pay Attention

February 16, 2017 By Lowell Herr

Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the “Over-Valued Market…” article.  Click on the above article and check the values for yourself.  […]

Filed Under: Critical Material Tagged With: Critical Material

What Is On The Other Side Of The 3 x 5 Card?

February 1, 2017 By Lowell Herr

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall investment guidance.  But where does one go […]

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

Test Notification of New Blog Posts

April 13, 2016 By Lowell Herr

Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts.  As the Sysop I log on to the site every day, but this is not convenient for all readers.  Apparently a new plugin upgrade reset the notification option so I set up a new registration.  Here […]

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

Over-Valued Market: Four Critical Indicators

March 13, 2016 By Lowell Herr

ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high valuation of the current market.  These values will slowly change over time so we need to be […]

Filed Under: Critical Material Tagged With: Critical Material

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Creating a Recession Proof Portfolio September 20, 2026
  • Millikan Asset Allocation Portfolio Update: 16 September 2026 September 17, 2026
  • Gauss Asset Allocation Portfolio: 15 September 2026 September 15, 2026
  • Copernicus Portfolio Update: 14 September 2026 September 14, 2026
  • ITA Weekly: 11 September 2026 September 13, 2026
  • Kepler Asset Allocation Portfolio Review: 11 September 2026 September 11, 2026
  • Pauling Asset Allocation Portfolio Review: 9 September 2026 September 9, 2026

Recent Comments

  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Portfolio Diversification: 6 June 2026
  • Financial Repression Portfolio Update From ChatGPT
  • Carson Sector BPI Portfolio Update: 12 August 2026

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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

  • Bohr Portfolio Review: 22 September 2022
  • Portfolio Performance Comparisons: 7 April 2023
  • ITA Portfolio Performance Comparisons: 16 June 2023
  • Millikan Sector BPI Update: 20 July 2023
  • Dirac 2026 Portfolio Review: 13 February, 2026
  • Bohr Portfolio Review: 13 August 2025
  • Copernicus Portfolio Update: 22 August 2024
  • Carson Update – Preempting Potential Weakness: 14 April 2023
  • ITA Portfolio Performance Data: 13 December 2024
  • Bullish Percent Indicators: 12 January 2024
  • Dual Momentum Investing by Gary Antonacci

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.