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.
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.
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.
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