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.
Active ETFs offer superior tax efficiency compared to mutual funds, making them an excellent tool for maximizing after-tax returns and enhancing long-term portfolio growth.
Active ETFs offer superior tax efficiency compared to mutual funds, making them an excellent tool for maximizing after-tax returns and enhancing long-term portfolio growth.
Active bond managers, particularly those who focus on duration management, consistently outperform passive peers by navigating interest rate risks and market conditions more effectively.
Active bond managers, particularly those who focus on duration management, consistently outperform passive peers by navigating interest rate risks and market conditions more effectively.
Explore how integrating real estate into model portfolios can enhance diversification, provide steady income, and offer inflation protection through various investment vehicles like REITs and ETFs
Explore how integrating real estate into model portfolios can enhance diversification, provide steady income, and offer inflation protection through various investment vehicles like REITs and ETFs
Strong state finances, rising tax revenues, and increased rainy-day funds are positioning municipal bonds as a top choice for fixed-income investors heading into 2025.
Strong state finances, rising tax revenues, and increased rainy-day funds are positioning municipal bonds as a top choice for fixed-income investors heading into 2025.
As the Tax Cuts and Jobs Act nears expiration, municipal bonds emerge as a key opportunity for investors seeking tax-efficient, high-yield alternatives amid rising tax uncertainty.
As the Tax Cuts and Jobs Act nears expiration, municipal bonds emerge as a key opportunity for investors seeking tax-efficient, high-yield alternatives amid rising tax uncertainty.
Senior living municipal bonds have long been the place for high default rates amid high yields. But the risk-reward proposition could be changing.
Senior living municipal bonds have long been the place for high default rates amid high yields. But the risk-reward proposition could be changing.
It’s very rare for investors to have an opportunity to score higher-than-average yields and strong credit quality. Although, such an opportunity exists within the high-yield muni market.
It’s very rare for investors to have an opportunity to score higher-than-average yields and strong credit quality. Although, such an opportunity exists within the high-yield muni market.
Thanks to the Federal Reserve’s continued pause on rates, municipal bonds are offering something investors can’t get elsewhere. Equity-like returns with low risk
Thanks to the Federal Reserve’s continued pause on rates, municipal bonds are offering something investors can’t get elsewhere. Equity-like returns with low risk
After spending much of 2022 and 2023 lower, municipal bonds may have plenty of strength to win this year. That’s because five distinct themes.
After spending much of 2022 and 2023 lower, municipal bonds may have plenty of strength to win this year. That’s because five distinct themes.
With the Federal Reserve increasing interest rates over the past year, bond investors might consider buying the Bloomberg Aggregate Bond Index (Agg) to benefit from high yields.
With the Federal Reserve increasing interest rates over the past year, bond investors might consider buying the Bloomberg Aggregate Bond Index (Agg) to benefit from high yields.
Much of municipal bonds' popularity has been squarely focused on general obligation bonds due to the taxing ability of their issuers. However, there are some significant risks when choosing the GO route for muni exposure.
Much of municipal bonds' popularity has been squarely focused on general obligation bonds due to the taxing ability of their issuers. However, there are some significant risks when choosing the GO route for muni exposure.
When investors see the words “high yield” they immediately think of high risk. But for high yield municipal bonds, nothing is further from the truth.
When investors see the words “high yield” they immediately think of high risk. But for high yield municipal bonds, nothing is further from the truth.
Municipal bonds have started the year with a loss after a record year. However, investors shouldn’t worry. Munis still have plenty of juice left in the tank to perform well for portfolios
Municipal bonds have started the year with a loss after a record year. However, investors shouldn’t worry. Munis still have plenty of juice left in the tank to perform well for portfolios
Thanks to their tax-free nature, many investors ignore municipals, creating plenty of misconceptions about the asset class. Goldman Sachs provides several insights, busting some of these myths.
Thanks to their tax-free nature, many investors ignore municipals, creating plenty of misconceptions about the asset class. Goldman Sachs provides several insights, busting some of these myths.
Municipal bonds have started to face plenty of questions as perceived tax shortfalls take hold. However, the headlines may just be an illusion. Tax receipts, budget shortfalls and smaller rainy-day funds haven’t occurred.
Municipal bonds have started to face plenty of questions as perceived tax shortfalls take hold. However, the headlines may just be an illusion. Tax receipts, budget shortfalls and smaller rainy-day funds haven’t occurred.
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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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