The Asset Allocation Hoax

July 28, 2014
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The Asset Allocation Hoax

Summer Palace Grounds in China Prominent asset allocation critic, William Jahnke, titled his 1997 attack on the Brinson et. al. (BHB) papers, “The Asset Allocation Hoax.” Jahnke’s criticisms of the two papers are many. He argues the authors do not focus on the proper problem, they report the wrong number, cost is not considered, and…

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KIVA Update: 138 Loans Outstanding

July 27, 2014
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KIVA Update: 138 Loans Outstanding

Lhasa, Tibet ITA members interested in how ITA profits are distributed can do a search of MEDA or KIVA on this blog.  To update the KIVA contributions, ITA now has 138 loans out to individuals or groups in 38 different countries.  KIVA is involved in 77 countries and you can learn more about this organization…

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How Important Is Asset Allocation?

July 27, 2014
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How Important Is Asset Allocation?

One Star Hotel in Lhasa, Tibet Asset Allocation – Is it really important?  My favorite investment writer is William J. Bernstein, author of several investment books and the editor of the Efficient Frontier.  This morning I was scanning the data files of ITA Wealth Management and found where one reader clicked on one of the…

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Time to rock Friday ourselves!

July 24, 2014
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Time to rock Friday ourselves!

Time to rock it and feel great… These past few months have been hard on me, physically, emotionally, spiritually, with the traveling and then being home, then traveling, then home,  and again…I have had an amazing time, great travels, workshops, performances, hooking up with incredible folks around the globe, and I am eternally grateful and…

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How I Turn 8 Mundane Things I Hate To Do Into Joyful Moments

July 23, 2014
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Most of us have something—or a list of somethings—we have to do that leaves us less than joyful. Laundry, dishes and house cleaning—mundane tasks that never seem to disappear from our lives, unless we’re fortunate enough to have a daily housekeeper—are hated among the crowd I hang with. I’m fortunate enough to be able to……

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Momentum Results for IJJ, TLT, and SHY Portfolio

July 23, 2014
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Momentum Results for IJJ, TLT, and SHY Portfolio

Norway – Princess Cruise Ship Momentum results for the IJJ – TLT – SHY portfolio double the broad market index.   Using the Version 6.2 CWM spreadsheet as the ranking program, I selected IJJ, TLT, and SHY as my three ETFs of choice.  IJJ was selected as it is a Mid-Cap Value ETF and I was…

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