Seizing the Opportunity: Why Now Is the Time to Invest Big in Bonds
After last year’s rout and current pace of rate hikes, many analysts now predict that bonds are a big-time value, offering yields and return potential not seen in years.
Aaron Levitt
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.
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Seizing the Opportunity: Why Now Is the Time to Invest Big in Bonds
After last year’s rout and current pace of rate hikes, many analysts now predict that bonds are a big-time value, offering yields and return potential not seen in years.
Protecting Retirement Income: Top Investment Strategies to Beat a Low Cost of Living Adjustment
With rates of inflation and the main areas of retiree spending still running high, retired investors need to do something to keep their portfolios and income growing.
Protecting Retirement Income: Top Investment Strategies to Beat a Low Cost of Living Adjustment
With rates of inflation and the main areas of retiree spending still running high, retired investors need to do something to keep their portfolios and income growing.
Tax-Free Income on Sale: Buying Municipal Bonds at a Discount with Closed-End Funds
Closed-end funds are some of the biggest buyers of muni bonds, and right now, their discounts to net asset values (NAVs) are at some of the highest levels not seen in over a decade
Tax-Free Income on Sale: Buying Municipal Bonds at a Discount with Closed-End Funds
Closed-end funds are some of the biggest buyers of muni bonds, and right now, their discounts to net asset values (NAVs) are at some of the highest levels not seen in over a decade
The New Era of Bond Investing: Five Plays to Build a Fixed Income Portfolio
Looking at the current market environment and historical evidence, JPM’s private bank has put together a playbook for the new regime. These five themes may sound familiar for those of us who have some pre-Great Recession market experience.
The New Era of Bond Investing: Five Plays to Build a Fixed Income Portfolio
Looking at the current market environment and historical evidence, JPM’s private bank has put together a playbook for the new regime. These five themes may sound familiar for those of us who have some pre-Great Recession market experience.
How JEPI is Disrupting the Equity Income Market and Outperforming Passive ETFs
Options income funds offer a unique twist in the current market and the JPMorgan Equity Premium Income ETF seems to be the top dog.
How JEPI is Disrupting the Equity Income Market and Outperforming Passive ETFs
Options income funds offer a unique twist in the current market and the JPMorgan Equity Premium Income ETF seems to be the top dog.
Understanding the Risks of Exchange Traded Notes (ETNs)
The latest banking crisis highlights the risk in the sector and why investors may want to avoid ETNs. Active and passive ETF options—along with some of the classic mutual funds—can might be better options to serve a similar purpose.
Understanding the Risks of Exchange Traded Notes (ETNs)
The latest banking crisis highlights the risk in the sector and why investors may want to avoid ETNs. Active and passive ETF options—along with some of the classic mutual funds—can might be better options to serve a similar purpose.
Investing in Bonds Made Easy: How Single Bond ETFs Are Changing the Game
The suite of bond ETFs from *F/m Investments* can be a game changer and has plenty of potential for larger investors, their advisors, and portfolios.
Investing in Bonds Made Easy: How Single Bond ETFs Are Changing the Game
The suite of bond ETFs from *F/m Investments* can be a game changer and has plenty of potential for larger investors, their advisors, and portfolios.
Cash Is Not King: Why Investors Should Look to Bonds for Better Long-Term Returns
It turns out our rush to cash may not be such a great thing over the long haul. Rather than placing all of our money into cash, bonds could be the better choice and offer better risk-adjusted returns for portfolios.
Cash Is Not King: Why Investors Should Look to Bonds for Better Long-Term Returns
It turns out our rush to cash may not be such a great thing over the long haul. Rather than placing all of our money into cash, bonds could be the better choice and offer better risk-adjusted returns for portfolios.
Maximizing Returns: How Adding Quality Stocks Through ETFs Can Boost Your Portfolio
Quality may seem subjective, but there are several key ingredients that make these stocks tick.
Maximizing Returns: How Adding Quality Stocks Through ETFs Can Boost Your Portfolio
Quality may seem subjective, but there are several key ingredients that make these stocks tick.
High-Yield Muni Bonds: Risk With Plenty of Tax-Free Rewards
Featuring low correlation to other bonds and tax-equivalent yields close to 9%, the rewards may outweigh the risks.
High-Yield Muni Bonds: Risk With Plenty of Tax-Free Rewards
Featuring low correlation to other bonds and tax-equivalent yields close to 9%, the rewards may outweigh the risks.
Make a Portfolio Impact With Social Impact Bonds
Just over a decade old, social impact bonds may provide the way for ESG investors to have their cake and eat it too.
Make a Portfolio Impact With Social Impact Bonds
Just over a decade old, social impact bonds may provide the way for ESG investors to have their cake and eat it too.
Ignore the Banking Risk With Preferred Stocks
Bank-preferred stocks now offer tantalizing yields, higher placement in the capital stack and overall less risk than equity.
Ignore the Banking Risk With Preferred Stocks
Bank-preferred stocks now offer tantalizing yields, higher placement in the capital stack and overall less risk than equity.
Annuities Get a Big Boost Under the SECURE Act
SECURE Act 2.0 expands on the goals of lifetime and makes it easier for Americans to spend their savings.
Annuities Get a Big Boost Under the SECURE Act
SECURE Act 2.0 expands on the goals of lifetime and makes it easier for Americans to spend their savings.
Understanding T-Bill Fever
So, what’s behind T-bill fever, and should investors follow the herd and buy the bond for their portfolios? Read on to find out.
Understanding T-Bill Fever
So, what’s behind T-bill fever, and should investors follow the herd and buy the bond for their portfolios? Read on to find out.
Equity Income Is a Great Bond Compliment
As investors have rushed to the safety of bonds for their higher yields, dividend stocks have been thrown to the wayside.
Equity Income Is a Great Bond Compliment
As investors have rushed to the safety of bonds for their higher yields, dividend stocks have been thrown to the wayside.
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