5 Big Retirement Tips for Women
Retirement planning is hard on its own, but women face a different set of challenges.
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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5 Big Retirement Tips for Women
Retirement planning is hard on its own, but women face a different set of challenges.
Could a Portfolio Line of Credit Be Right for You?
A portfolio line of credit is a great tool for many investors with large gains. By using one, investors have the potential to save on taxes while still enjoying the benefits of their gains.
Could a Portfolio Line of Credit Be Right for You?
A portfolio line of credit is a great tool for many investors with large gains. By using one, investors have the potential to save on taxes while still enjoying the benefits of their gains.
Mutual Funds to ETF Conversions Are Here To Stay
With J.P. Morgan now converting four massive mutual funds to active ETFs, the movement is on.
Mutual Funds to ETF Conversions Are Here To Stay
With J.P. Morgan now converting four massive mutual funds to active ETFs, the movement is on.
Not All Active ETFs Are the Same
For investors, understanding the difference between the two flavors of active ETFs is important when constructing a portfolio.
Not All Active ETFs Are the Same
For investors, understanding the difference between the two flavors of active ETFs is important when constructing a portfolio.
Give Your Dividend Income Some ‘Options’ With Covered Calls
In the end, selling covered calls could be what retirees or near retirees need to boost their income profiles.
Give Your Dividend Income Some ‘Options’ With Covered Calls
In the end, selling covered calls could be what retirees or near retirees need to boost their income profiles.
A Tip About TIPS
Long ignored in our recent low-inflation world, Treasury Inflation-Protected Securities (TIPS) are still one of the best instruments for fighting rising prices.
A Tip About TIPS
Long ignored in our recent low-inflation world, Treasury Inflation-Protected Securities (TIPS) are still one of the best instruments for fighting rising prices.
Rethinking Our Cash Allocations
It’s a shame that we’ve forgotten about cash as an asset class. Limited term and ultra-short duration bonds can get some of the mojo back.
Rethinking Our Cash Allocations
It’s a shame that we’ve forgotten about cash as an asset class. Limited term and ultra-short duration bonds can get some of the mojo back.
Be Proactive With Tax-Gains Harvesting
While tax-gains harvesting takes some planning to implement, it can help save investors plenty in taxes.
Be Proactive With Tax-Gains Harvesting
While tax-gains harvesting takes some planning to implement, it can help save investors plenty in taxes.
Liquid Alternatives: Coming To a Retirement Plan Near You
With recent legislation and new rules from the U.S. Department of Labor, liquid alts could be coming to a retirement plan near you.
Liquid Alternatives: Coming To a Retirement Plan Near You
With recent legislation and new rules from the U.S. Department of Labor, liquid alts could be coming to a retirement plan near you.
Do You Even Need Bonds These Days?
Thanks to the long-term trend for lower interest rates, bonds simply aren’t getting it done like they used to.
Do You Even Need Bonds These Days?
Thanks to the long-term trend for lower interest rates, bonds simply aren’t getting it done like they used to.
Implications of Tax-Loss Harvesting
For investors, familiarizing yourself with tax-loss harvesting can make a ton of sense these days.
Implications of Tax-Loss Harvesting
For investors, familiarizing yourself with tax-loss harvesting can make a ton of sense these days.
U.S. Elections: Impact on Retirement Planning
For investors and their advisors, thinking ahead to what Biden may do is just smart planning.
U.S. Elections: Impact on Retirement Planning
For investors and their advisors, thinking ahead to what Biden may do is just smart planning.
How Is DOL's Rule on Lifetime Income Illustrations Going to Help You?
Thanks to new rules, investors will now start seeing revised income projections on a host of their investment accounts.
How Is DOL's Rule on Lifetime Income Illustrations Going to Help You?
Thanks to new rules, investors will now start seeing revised income projections on a host of their investment accounts.
U.S. Elections: How Should You Look at Asset Allocation?
The answer may come down to a slight tweaking rather than a major shift in your portfolio holdings.
U.S. Elections: How Should You Look at Asset Allocation?
The answer may come down to a slight tweaking rather than a major shift in your portfolio holdings.
Mutual Fund Investors Should Stay the Course Amid Coronavirus Fears
With the markets heavily down in such a short amount of time, it’s easy to get worried and panic. However, the long-term outlook remains strong.
Mutual Fund Investors Should Stay the Course Amid Coronavirus Fears
With the markets heavily down in such a short amount of time, it’s easy to get worried and panic. However, the long-term outlook remains strong.
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