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.
Despite California's fiscal challenges and budget deficits, its municipal bonds remain a compelling investment opportunity due to manageable debt levels, strong yields and long-term economic resilience.
Despite California's fiscal challenges and budget deficits, its municipal bonds remain a compelling investment opportunity due to manageable debt levels, strong yields and long-term economic resilience.
As the S&P 500's yield hits two-decade lows due to tech dominance, active ETFs offer income investors a way to achieve higher dividends and combat declining yields.
As the S&P 500's yield hits two-decade lows due to tech dominance, active ETFs offer income investors a way to achieve higher dividends and combat declining yields.
Municipal bonds offer tax-advantaged income and, when evaluated using taxable equivalent yield, often outperform other bonds in after-tax returns, making them a valuable investment for all tax brackets.
Municipal bonds offer tax-advantaged income and, when evaluated using taxable equivalent yield, often outperform other bonds in after-tax returns, making them a valuable investment for all tax brackets.
Focusing on short-term bonds and credit opportunities can help fixed-income investors secure strong yields while minimizing volatility amid economic uncertainty and inflation.
Focusing on short-term bonds and credit opportunities can help fixed-income investors secure strong yields while minimizing volatility amid economic uncertainty and inflation.
Wall Street's new 2a-7 compliant money market ETFs offer investors improved liquidity, reduced costs and stability, providing a promising solution for managing record levels of cash.
Wall Street's new 2a-7 compliant money market ETFs offer investors improved liquidity, reduced costs and stability, providing a promising solution for managing record levels of cash.
Investors in municipal bonds face uncertainty as potential tax reforms under the Trump administration could threaten their key tax-exempt status, impacting portfolios and state funding strategies.
Investors in municipal bonds face uncertainty as potential tax reforms under the Trump administration could threaten their key tax-exempt status, impacting portfolios and state funding strategies.
Tax-loss harvesting can enhance model portfolios by reducing tax liabilities and improving long-term returns, especially when combined with the flexibility of ETFs to maintain strategic allocations.
Tax-loss harvesting can enhance model portfolios by reducing tax liabilities and improving long-term returns, especially when combined with the flexibility of ETFs to maintain strategic allocations.
Active ETFs offer investors a flexible, dynamic approach to navigate the heightened uncertainty and volatility typical of U.S. election cycles, especially in the wake of Trump's reelection.
Active ETFs offer investors a flexible, dynamic approach to navigate the heightened uncertainty and volatility typical of U.S. election cycles, especially in the wake of Trump's reelection.
Despite high nominal bond yields, rising inflation and economic uncertainty are eroding real yields, making inflation-protected securities like TIPS a compelling option for investors.
Despite high nominal bond yields, rising inflation and economic uncertainty are eroding real yields, making inflation-protected securities like TIPS a compelling option for investors.
High conviction investing through concentrated active ETFs offers an alternative to traditional diversification, potentially boosting long-term returns by focusing on a smaller selection of deeply researched stocks.
High conviction investing through concentrated active ETFs offers an alternative to traditional diversification, potentially boosting long-term returns by focusing on a smaller selection of deeply researched stocks.
The rise of ETFs has made building diversified model portfolios easier, but advisors and investors now face a key decision: whether to stick with static allocations or adopt a dynamic, customizable approach to respond to changing market conditions
The rise of ETFs has made building diversified model portfolios easier, but advisors and investors now face a key decision: whether to stick with static allocations or adopt a dynamic, customizable approach to respond to changing market conditions
The rapid rise of active ETFs has created significant closure risks for many smaller funds, posing a new challenge for investors who must now consider fund viability when selecting investments.
The rapid rise of active ETFs has created significant closure risks for many smaller funds, posing a new challenge for investors who must now consider fund viability when selecting investments.
As the yield curve returns to normal, long-dated municipal bonds offer attractive tax-free yields and strong total return potential, making them a compelling choice for investors in a falling interest rate environment.
As the yield curve returns to normal, long-dated municipal bonds offer attractive tax-free yields and strong total return potential, making them a compelling choice for investors in a falling interest rate environment.
Target-date funds with embedded annuities, like BlackRock's LifePath Paycheck, aim to simplify retirement income generation by automatically shifting assets toward annuities but come with potential trade-offs that investors must carefully consider.
Target-date funds with embedded annuities, like BlackRock's LifePath Paycheck, aim to simplify retirement income generation by automatically shifting assets toward annuities but come with potential trade-offs that investors must carefully consider.
Dividend stocks offer a powerful combination of income, lower volatility, and diversification, making them an essential component for enhancing the stability and returns of model portfolios.
Dividend stocks offer a powerful combination of income, lower volatility, and diversification, making them an essential component for enhancing the stability and returns of model portfolios.
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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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