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.
Mortgage-backed securities offer higher yields, lower volatility, and strong returns compared to other core bonds, making them an excellent choice for enhancing income and stability in a portfolio.
Mortgage-backed securities offer higher yields, lower volatility, and strong returns compared to other core bonds, making them an excellent choice for enhancing income and stability in a portfolio.
Integrating digital assets like bitcoin into model portfolios offers significant diversification and return potential, but optimizing allocation to 5–6% is key to balancing benefits with volatility.
Integrating digital assets like bitcoin into model portfolios offers significant diversification and return potential, but optimizing allocation to 5–6% is key to balancing benefits with volatility.
Despite the Federal Reserve cutting interest rates, bond prices are falling, yields are rising, and investors face mounting challenges in navigating the fixed-income market in 2025
Despite the Federal Reserve cutting interest rates, bond prices are falling, yields are rising, and investors face mounting challenges in navigating the fixed-income market in 2025
Taxable bonds, often overlooked for taxable accounts, can sometimes generate higher after-tax returns than municipal bonds or tax-deferred placements, challenging conventional portfolio strategies.
Taxable bonds, often overlooked for taxable accounts, can sometimes generate higher after-tax returns than municipal bonds or tax-deferred placements, challenging conventional portfolio strategies.
Intermediate municipal bonds provide a tax-advantaged, stable solution for investors seeking high yields and lower volatility amid ongoing rate and market uncertainty.
Intermediate municipal bonds provide a tax-advantaged, stable solution for investors seeking high yields and lower volatility amid ongoing rate and market uncertainty.
Investors often overlook international equities, but adding them through model portfolios can provide essential diversification, reduce volatility, and enhance long-term returns.
Investors often overlook international equities, but adding them through model portfolios can provide essential diversification, reduce volatility, and enhance long-term returns.
Value stocks are making a comeback, and active ETFs offer investors a powerful way to capitalize on this market shift with potential for outperformance and lower costs.
Value stocks are making a comeback, and active ETFs offer investors a powerful way to capitalize on this market shift with potential for outperformance and lower costs.
High-yield bonds, with their equity-like returns and lower volatility, offer a strategic advantage in model portfolios by enhancing diversification, smoothing returns, and reducing risk.
High-yield bonds, with their equity-like returns and lower volatility, offer a strategic advantage in model portfolios by enhancing diversification, smoothing returns, and reducing risk.
Active ETFs are rapidly growing in number and assets, driven by investor demand, regulatory changes
Active ETFs are rapidly growing in number and assets, driven by investor demand, regulatory changes
Taxable municipal bonds, a growing segment of the $4 trillion muni market, offer high yields, strong credit quality, and opportunities for portfolio de-risking. They are a compelling alternative to corporate bonds, despite being taxable.
Taxable municipal bonds, a growing segment of the $4 trillion muni market, offer high yields, strong credit quality, and opportunities for portfolio de-risking. They are a compelling alternative to corporate bonds, despite being taxable.
Global high-yield bonds offer investors the opportunity for higher returns, better diversification, and enhanced income compared to focusing solely on U.S. junk bonds.
Global high-yield bonds offer investors the opportunity for higher returns, better diversification, and enhanced income compared to focusing solely on U.S. junk bonds.
Active ETFs combine tax efficiency and the potential for higher after-tax returns, making them an excellent choice for maximizing gains in taxable investment accounts.
Active ETFs combine tax efficiency and the potential for higher after-tax returns, making them an excellent choice for maximizing gains in taxable investment accounts.
Model portfolios and ETFs have formed a powerful synergy, simplifying asset allocation, reducing costs, and driving significant growth in both strategies for investors and advisors alike.
Model portfolios and ETFs have formed a powerful synergy, simplifying asset allocation, reducing costs, and driving significant growth in both strategies for investors and advisors alike.
Infrastructure-focused municipal bonds offer investors a unique opportunity to support critical public projects while benefiting from higher yields, inflation protection, and potentially lower default risks than general obligation bonds.
Infrastructure-focused municipal bonds offer investors a unique opportunity to support critical public projects while benefiting from higher yields, inflation protection, and potentially lower default risks than general obligation bonds.
Active municipal bond ETFs are experiencing rapid growth, offering investors tax-free income, potential outperformance over passive funds, and enhanced portfolio diversification through active management.
Active municipal bond ETFs are experiencing rapid growth, offering investors tax-free income, potential outperformance over passive funds, and enhanced portfolio diversification through active management.
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Aaron Levitt
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As traditional core bond portfolios face growing challenges from interest-rate volatility and changing...
Aaron Levitt
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As traditional income investments face rising volatility and uncertainty, option-income strategies offer investors...
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Shauvik Haldar
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Every category pulled back this week as the U.S. dollar rebounded from its...
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