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 Fees

Pay Attention to Fees: 8 June 2023

June 8, 2023 By Lowell Herr

While I’ve written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an “endowment” on the doorstep of an active manager.  A few readers will remember load funds where the cost to gain access to a fund cost 8.5%.  While those days are long gone, […]

Filed Under: Passive vs. Active Tagged With: Fees, Passive Investing.

Meta Data

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

Search

Recent Posts

  • Darwin Portfolio Review: 22 September, 2026 September 22, 2026
  • Huygens Portfolio Review: 22 September 2026 September 22, 2026
  • 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

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
  • Financial Repression Portfolio Update From ChatGPT
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Portfolio Diversification: 6 June 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

  • Bethe Asset Allocation Portfolio Update: 4 November 2025
  • Millikan Sector BPI Portfolio Review: 23 February 2023
  • Huygens Portfolio Review: 7 April 2026
  • Bullish Percent Indicators: 21 November 2025
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Rutherford Portfolio Review (Tranche 2): 7 June 2024
  • Gauss Portfolio Update: 22 December 2025
  • Carson Sector BPI Portfolio Update: 3 October 2023
  • Bullish Percent Indicators: 14 July 2023
  • Checking Up On McClintock: 5 October 2022
  • Selecting Closed-End-Funds

Log in | Website Design by BOING