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You are here: Home / Archives for Miscellaneous

Charitable Contributions Using Tax-Deferred Account

July 20, 2023 By Lowell Herr

When one reaches the age were Required Minimum Distribution (RMD) goes into effect it is wise to alter where charitable contributions originate.  In this blog I will explain why writing contribution checks on a tax-deferred account makes more sense than writing a check on a

Filed Under: Uncategorized Tagged With: Miscellaneous

4 July 2023

July 4, 2023 By Lowell Herr

  Wishing all ITA readers a safe and relaxing 4th.

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Celebrating 15 Years of ITA Wealth Management: 14 February 2023

February 14, 2023 By Lowell Herr

In addition to Valentine’s Day, today is the 15th anniversary of the launch of ITA Wealth Management.  Investing evolution is evident since my first blog back in 2008.  As you may recall, the stock market was in free-fall that year and it extended through the first quarter of

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Merry Christmas

December 25, 2022 By Lowell Herr

  “Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will evoke the love of others; honesty brings trust from people; diligence foretells success;

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Thanksgiving Wishes

November 24, 2022 By Lowell Herr

Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon.  Thank you for keeping in touch and reading this investment blog.  A few of you have been here for the nearly 15 years I’ve been writing this blog.  A special thanks to Hedgehunter (David) for

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What Is Working?

September 27, 2022 By Lowell Herr

After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios.   Which of the eighteen (18) ITA portfolios rank high on a return basis

Filed Under: Beginning Investors Tagged With: Beginning Investors, Miscellaneous

Using Rotation Data in an Investment Strategy Model

August 27, 2022 By hedgehunter

Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general clockwise rotation of momentum over time

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Notification Test

July 25, 2022 By Lowell Herr

Notification test. This is a simple test to see if MailPoet, a new notification plugin is working.  Leave a comment if you received this notification.  You may first need to subscribe for notifications.  I think this plugin is setup so you can cancel at anything so you do not receive

Filed Under: Uncategorized Tagged With: Miscellaneous

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