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.
With yield son cash surging to 5% this year, investors are getting something they’ve had to think about in a long time. Taxes. But short-term municipal bonds could offer a reprieve from the tax bite.
With yield son cash surging to 5% this year, investors are getting something they’ve had to think about in a long time. Taxes. But short-term municipal bonds could offer a reprieve from the tax bite.
After what seems like years of delays, spot bitcoin ETFs are finally here. Thanks to changes to safety and the inclusion of trustworthy participants, the SEC has changed its tune.
After what seems like years of delays, spot bitcoin ETFs are finally here. Thanks to changes to safety and the inclusion of trustworthy participants, the SEC has changed its tune.
Vanguard and passive investing go hand in hand. The firm’s latest active ETF launches underscore how active management in the fixed income space can drive real returns.
Vanguard and passive investing go hand in hand. The firm’s latest active ETF launches underscore how active management in the fixed income space can drive real returns.
For retirees and those near retirement, today’s volatility and rising risks are a major issue. They need a plan to overcome outliving their money. The classic bucket strategy could be the answer.
For retirees and those near retirement, today’s volatility and rising risks are a major issue. They need a plan to overcome outliving their money. The classic bucket strategy could be the answer.
Economic data is pointing to a mixed environment, with rising recession risks amid tepid growth. That uncertainty is throwing investors for a loop. But municipal bonds could be the answer.
Economic data is pointing to a mixed environment, with rising recession risks amid tepid growth. That uncertainty is throwing investors for a loop. But municipal bonds could be the answer.
Tax collections for states have trended lower the last two quarters, causing investors to worry about municipal bonds and default risk. However, investors shouldn’t be worried.
Tax collections for states have trended lower the last two quarters, causing investors to worry about municipal bonds and default risk. However, investors shouldn’t be worried.
There are plenty of opportunities in fixed income, but municipal bonds could be one of the best. According to T. Rowe Price, their high yields, strong credit quality and ability to navigate downturns make them a compelling buy today.
There are plenty of opportunities in fixed income, but municipal bonds could be one of the best. According to T. Rowe Price, their high yields, strong credit quality and ability to navigate downturns make them a compelling buy today.
California’s budget woes have recently dented its bonds. However, its fiscal condition remains strong. A big rainy fund, rising tax receipts and provisions for property taxes have increased the state’s overall financial picture.
California’s budget woes have recently dented its bonds. However, its fiscal condition remains strong. A big rainy fund, rising tax receipts and provisions for property taxes have increased the state’s overall financial picture.
Municipal bonds are quickly becoming a portfolio staple, but investors may be confused on how to allocate capital to the sector. According to New York Life, the answer is focusing on need.
Municipal bonds are quickly becoming a portfolio staple, but investors may be confused on how to allocate capital to the sector. According to New York Life, the answer is focusing on need.
Treasury bonds are considered the ultimate safe haven. But lately, munis have been acting like the better bond position.
Treasury bonds are considered the ultimate safe haven. But lately, munis have been acting like the better bond position.
Jeffery Gundlach has quickly cemented himself as a top guru in the fixed income world. That’s why his latest five predictions are worth following.
Jeffery Gundlach has quickly cemented himself as a top guru in the fixed income world. That’s why his latest five predictions are worth following.
After last year’s rout, municipal bonds are offering tax-equivalent yields north of 6%. According to investment manager Thornburg, that’s a huge win for investors.
After last year’s rout, municipal bonds are offering tax-equivalent yields north of 6%. According to investment manager Thornburg, that’s a huge win for investors.
The pandemic and the rising rate environment hit hospital bonds right in the wallet. However, the freeze is starting to thaw, with these bonds offering plenty of high yields and tax benefits.
The pandemic and the rising rate environment hit hospital bonds right in the wallet. However, the freeze is starting to thaw, with these bonds offering plenty of high yields and tax benefits.
Interest in munis has exploded in recent months due to their tax benefits and high yields, which has many investors thinking twice about the premiums in the sector. However, they shouldn’t worry.
Interest in munis has exploded in recent months due to their tax benefits and high yields, which has many investors thinking twice about the premiums in the sector. However, they shouldn’t worry.
Thanks to the rise in interest rates, a variety of fixed income securities are paying high yields. But municipal bonds could be king of them all
Thanks to the rise in interest rates, a variety of fixed income securities are paying high yields. But municipal bonds could be king of them all
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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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