Jul 04 2008
ITA Wealth Management: Who Needs It?
Good question as to who needs the advice and conversation that emanates from this blog. Here are types of investors who will benefit from reading this material as well as the Premium Content entries.
- Beginning investors who do not have a clue when it comes to portfolio planning
- Investors unaware of the importance of diversification and index investing
- Investors who have been selecting stocks all their life and are not satisfied with the performance
- Portfolio managers who don’t know if their portfolio is doing well or poorly with respect to a benchmark
- Investors not familiar with Exchange Traded Funds (ETFs)
- Investors interested in learning how to use a spreadsheet that accurately tracks both the portfolio and several benchmarks
- Investors interested in basic research that supports portfolio planning outlined on this blog
- Beginning investors who do not know the difference between a stock and an ETF
- Investors too embarrassed to ask questions but who would like some answers
- Investors wanting a reasonable chance of performing better than the broad market without taking on undue risk
- Investors looking for good investment books
- Investors wanting to save on fees
- Investors wanting to invest their own funds but afraid to branch out on their own
If you fit any of the above categories, then you are at the right location. Ask questions for guidance as to how you might find what you are looking for on this blog. Post your questions in the Comments section. Don’t worry if your question does not seem to fit the particular entry. You are likely to find a good answer from some reader.
Remember that many of the portfolio details are now found only within the Premium Content section of the blog. Three portfolios are under development. Also mean-variance, Top Ten Stocks, “Creme List” and other goodies are to be found there as well.
Lowell Herr
Photograph: July 4th fireworks over Portland, OR
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