Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
Stable value funds, long overlooked in retirement plans, combine bond-like returns with insurance-backed principal protection—offering a compelling, low-volatility option for conservative investors seeking safety and steady income.
Stable value funds, long overlooked in retirement plans, combine bond-like returns with insurance-backed principal protection—offering a compelling, low-volatility option for conservative investors seeking safety and steady income.
Options strategies are emerging as powerful tools to enhance income, manage risk, and add flexibility to fixed income portfolios in today’s evolving bond market landscape.
Options strategies are emerging as powerful tools to enhance income, manage risk, and add flexibility to fixed income portfolios in today’s evolving bond market landscape.
Despite explosive growth in active ETFs, the majority of assets are concentrated in a few large funds, making scale and cost key factors for investors.
Despite explosive growth in active ETFs, the majority of assets are concentrated in a few large funds, making scale and cost key factors for investors.
Municipal bonds offer more than just tax-free income—they also provide strong credit quality, inflation protection, and portfolio stability, making them valuable for investors across all tax brackets.
Municipal bonds offer more than just tax-free income—they also provide strong credit quality, inflation protection, and portfolio stability, making them valuable for investors across all tax brackets.
Enhanced active ETFs use data-driven, index-aware strategies to deliver consistent, low-volatility outperformance—bridging the gap between passive investing and traditional active management.
Enhanced active ETFs use data-driven, index-aware strategies to deliver consistent, low-volatility outperformance—bridging the gap between passive investing and traditional active management.
Focusing solely on discounts to NAV when buying closed-end funds can be misleading, as total return and distributions — not just pricing — are often better indicators of long-term performance.
Focusing solely on discounts to NAV when buying closed-end funds can be misleading, as total return and distributions — not just pricing — are often better indicators of long-term performance.
Emerging market debt offers surprisingly strong credit quality and high yields, making it a compelling yet often overlooked opportunity for fixed-income investors seeking income with manageable risk.
Emerging market debt offers surprisingly strong credit quality and high yields, making it a compelling yet often overlooked opportunity for fixed-income investors seeking income with manageable risk.
Activist investors are increasingly targeting closed-end funds trading at deep discounts to NAV, aiming to unlock value through tactics like tenders, conversions, and mergers—but their short-term focus may not always align with long-term shareholder goals.
Activist investors are increasingly targeting closed-end funds trading at deep discounts to NAV, aiming to unlock value through tactics like tenders, conversions, and mergers—but their short-term focus may not always align with long-term shareholder goals.
Systematic fixed-income investing combines data-driven, factor-based strategies with the efficiency of passive indexing to overcome the limitations of both active and passive bond management.
Systematic fixed-income investing combines data-driven, factor-based strategies with the efficiency of passive indexing to overcome the limitations of both active and passive bond management.
Active ETFs have seen explosive growth and now surpass $1 trillion in assets, but many still struggle to consistently outperform their benchmarks, making them better suited as portfolio tools rather than standalone solutions.
Active ETFs have seen explosive growth and now surpass $1 trillion in assets, but many still struggle to consistently outperform their benchmarks, making them better suited as portfolio tools rather than standalone solutions.
ETFs of closed-end funds offer investors a powerful way to access high yields, diversification, and hard-to-reach assets with the simplicity and liquidity of an ETF.
ETFs of closed-end funds offer investors a powerful way to access high yields, diversification, and hard-to-reach assets with the simplicity and liquidity of an ETF.
Passive ETFs may work for many asset classes, but in the complex world of high-yield bonds, active management consistently delivers better returns and more effective risk control.
Passive ETFs may work for many asset classes, but in the complex world of high-yield bonds, active management consistently delivers better returns and more effective risk control.
Once considered the ultimate safe haven, U.S. Treasury bonds are now facing rising volatility and fiscal uncertainty, forcing investors to rethink their role in balanced portfolios.
Once considered the ultimate safe haven, U.S. Treasury bonds are now facing rising volatility and fiscal uncertainty, forcing investors to rethink their role in balanced portfolios.
Tariff pressures, fiscal uncertainty, and rising volatility are pushing investors to consider global bonds, which offer higher yields, better diversification, and historically stronger risk-adjusted returns than their U.S. counterparts.
Tariff pressures, fiscal uncertainty, and rising volatility are pushing investors to consider global bonds, which offer higher yields, better diversification, and historically stronger risk-adjusted returns than their U.S. counterparts.
Closed-end funds (CEFs) can offer powerful tax advantages that, in some cases, may surpass those of ETFs, making them a smart option for investors looking to boost after-tax returns and income.
Closed-end funds (CEFs) can offer powerful tax advantages that, in some cases, may surpass those of ETFs, making them a smart option for investors looking to boost after-tax returns and income.
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Aaron Levitt
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Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps...
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