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.
Closed-end funds offer investors a powerful way to generate higher yields and reduce portfolio volatility through option income strategies, providing advantages like leverage, discounted pricing, and smoother, more predictable distributions.
Closed-end funds offer investors a powerful way to generate higher yields and reduce portfolio volatility through option income strategies, providing advantages like leverage, discounted pricing, and smoother, more predictable distributions.
Active ETFs are transforming portfolio construction by providing easy, cost-effective access to liquid alternatives, helping investors restore diversification in an increasingly correlated market.
Active ETFs are transforming portfolio construction by providing easy, cost-effective access to liquid alternatives, helping investors restore diversification in an increasingly correlated market.
Municipal bonds, often overlooked as dull investments, have historically outperformed during inflationary periods thanks to their tax advantages, reliable income, and inflation-linked revenue streams.
Municipal bonds, often overlooked as dull investments, have historically outperformed during inflationary periods thanks to their tax advantages, reliable income, and inflation-linked revenue streams.
The recent U.S. debt downgrade and unusual Treasury market behavior highlight the growing need for active fixed income strategies over traditional passive benchmarks like the Agg.
The recent U.S. debt downgrade and unusual Treasury market behavior highlight the growing need for active fixed income strategies over traditional passive benchmarks like the Agg.
Short-term high-yield bonds offer equity-like returns with lower volatility, reduced interest rate risk, and smaller drawdowns, making them a compelling addition to both fixed income and equity-focused portfolios.
Short-term high-yield bonds offer equity-like returns with lower volatility, reduced interest rate risk, and smaller drawdowns, making them a compelling addition to both fixed income and equity-focused portfolios.
Collateralized loan obligations (CLOs) offer high yields, strong credit quality, and low default risk, making them a powerful addition to core bond portfolios for everyday investors.
Collateralized loan obligations (CLOs) offer high yields, strong credit quality, and low default risk, making them a powerful addition to core bond portfolios for everyday investors.
ETF share classes of mutual funds could spark the next major growth wave in the investment industry, offering tax efficiency and scale — but not without challenges.
ETF share classes of mutual funds could spark the next major growth wave in the investment industry, offering tax efficiency and scale — but not without challenges.
Convertible bonds offer investors a unique blend of income, downside protection, and equity upside—making them an ideal solution for navigating today’s volatile and uncertain markets.
Convertible bonds offer investors a unique blend of income, downside protection, and equity upside—making them an ideal solution for navigating today’s volatile and uncertain markets.
Active ETFs have reached a turning point, with 97% of investors planning to increase exposure as they move away from passive strategies in favor of more flexible, tax-efficient, and resilient portfolio solutions.
Active ETFs have reached a turning point, with 97% of investors planning to increase exposure as they move away from passive strategies in favor of more flexible, tax-efficient, and resilient portfolio solutions.
Incorporating sector rotation into model portfolios using ETFs allows investors to enhance returns, reduce single-stock risk, and stay aligned with the business cycle — all without sacrificing the structure and simplicity of traditional models.
Incorporating sector rotation into model portfolios using ETFs allows investors to enhance returns, reduce single-stock risk, and stay aligned with the business cycle — all without sacrificing the structure and simplicity of traditional models.
Despite market volatility and economic uncertainty, J.P. Morgan argues that today’s elevated bond yields present a compelling opportunity for long-term fixed-income investors.
Despite market volatility and economic uncertainty, J.P. Morgan argues that today’s elevated bond yields present a compelling opportunity for long-term fixed-income investors.
Value stocks are finally outperforming growth, and active ETFs—offering deeper insights, better yields, and greater flexibility—may be the smartest way to capitalize on this long-overdue shift.
Value stocks are finally outperforming growth, and active ETFs—offering deeper insights, better yields, and greater flexibility—may be the smartest way to capitalize on this long-overdue shift.
Asset-backed finance (ABF) offers a compelling, often-overlooked opportunity for investors to earn higher yields with lower risk and correlation, making it a smart addition to modern bond portfolios.
Asset-backed finance (ABF) offers a compelling, often-overlooked opportunity for investors to earn higher yields with lower risk and correlation, making it a smart addition to modern bond portfolios.
In a volatile bond market echoing 1970s stagflation, active management offers investors the flexibility and precision needed to navigate rising risks and uncover opportunity beyond passive benchmarks.
In a volatile bond market echoing 1970s stagflation, active management offers investors the flexibility and precision needed to navigate rising risks and uncover opportunity beyond passive benchmarks.
Active ETFs offer investors a powerful way to reduce portfolio volatility and navigate uncertain markets more effectively than traditional passive strategies.
Active ETFs offer investors a powerful way to reduce portfolio volatility and navigate uncertain markets more effectively than traditional passive strategies.
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Nvidia’s 30% slide is a reminder of single-stock risk. See how advisors use...
Aaron Levitt
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With bond yields near multi-decade highs, active fixed-income ETFs could offer investors an...
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Jason Kirsch
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Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps...
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