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.
A combination of falling short-term rates, elevated market volatility, and a broader reassessment of where to find income has put closed-end funds back on the radar for advisors
A combination of falling short-term rates, elevated market volatility, and a broader reassessment of where to find income has put closed-end funds back on the radar for advisors
Mortgage-backed securities offer investors an attractive combination of strong yields, high credit quality, and housing-backed stability, making them a compelling middle-ground investment in today’s uncertain market.
Mortgage-backed securities offer investors an attractive combination of strong yields, high credit quality, and housing-backed stability, making them a compelling middle-ground investment in today’s uncertain market.
Buffer ETFs offer investors a way to stay invested in equities while limiting downside risk, but their capped upside and timing nuances mean they work best as a strategic tool rather than a core long-term holding.
Buffer ETFs offer investors a way to stay invested in equities while limiting downside risk, but their capped upside and timing nuances mean they work best as a strategic tool rather than a core long-term holding.
Fidelity’s new CLO-focused active ETFs give investors access to a once-institutional credit market, offering higher yields and floating-rate income through the liquidity and transparency of the ETF structure.
Fidelity’s new CLO-focused active ETFs give investors access to a once-institutional credit market, offering higher yields and floating-rate income through the liquidity and transparency of the ETF structure.
CEFs help income investors diversify cash flow by combining multiple income-producing assets—such as bonds, municipal debt, REITs, and preferred stocks—while enhancing yields through active management and leverage.
CEFs help income investors diversify cash flow by combining multiple income-producing assets—such as bonds, municipal debt, REITs, and preferred stocks—while enhancing yields through active management and leverage.
Strong starting yields and resilient corporate fundamentals mean investment-grade bonds can still deliver attractive income and solid total returns for investors in today’s market.
Strong starting yields and resilient corporate fundamentals mean investment-grade bonds can still deliver attractive income and solid total returns for investors in today’s market.
In an investment environment defined by volatility and uncertainty, alternatives delivered through active ETFs may offer investors a valuable new tool for diversification, risk management, and long-term portfolio resilience.
In an investment environment defined by volatility and uncertainty, alternatives delivered through active ETFs may offer investors a valuable new tool for diversification, risk management, and long-term portfolio resilience.
Preferred stocks offer income investors an attractive middle ground between bonds and equities, providing higher yields with generally lower volatility than common stocks in today’s uncertain market environment.
Preferred stocks offer income investors an attractive middle ground between bonds and equities, providing higher yields with generally lower volatility than common stocks in today’s uncertain market environment.
Combining passive and active ETFs in a high-yield bond portfolio allows investors to capture broad market income at low cost while using active management to manage credit risk and pursue additional returns.
Combining passive and active ETFs in a high-yield bond portfolio allows investors to capture broad market income at low cost while using active management to manage credit risk and pursue additional returns.
Record inflows in January highlight how active ETFs are rapidly becoming a preferred investment vehicle, combining professional management with the structural advantages of the ETF wrapper.
Record inflows in January highlight how active ETFs are rapidly becoming a preferred investment vehicle, combining professional management with the structural advantages of the ETF wrapper.
In today’s volatile environment of geopolitical tensions, mixed economic signals, and shifting interest rates, active ETFs offer investors a flexible and efficient way to navigate risk.
In today’s volatile environment of geopolitical tensions, mixed economic signals, and shifting interest rates, active ETFs offer investors a flexible and efficient way to navigate risk.
In today’s diverging global rate environment, hedging currency risk allows investors to capture attractive international bond yields while reducing volatility and preserving the stabilizing role of fixed income.
In today’s diverging global rate environment, hedging currency risk allows investors to capture attractive international bond yields while reducing volatility and preserving the stabilizing role of fixed income.
In a market environment where traditional asset classes face uncertainty, closed-end funds focused on real estate may offer a compelling way to capture both income and diversification across public and private property markets
In a market environment where traditional asset classes face uncertainty, closed-end funds focused on real estate may offer a compelling way to capture both income and diversification across public and private property markets
Active ETFs offer meaningful structural tax advantages over traditional mutual funds. Still, investors must remain vigilant about turnover, strategy design, and potential surprises in capital gains.
Active ETFs offer meaningful structural tax advantages over traditional mutual funds. Still, investors must remain vigilant about turnover, strategy design, and potential surprises in capital gains.
Despite their recent rebound and attractive yields, bonds face mounting risks from inflation, fiscal pressures, and credit stress, making them a less compelling core investment than many investors assume heading into the new year.
Despite their recent rebound and attractive yields, bonds face mounting risks from inflation, fiscal pressures, and credit stress, making them a less compelling core investment than many investors assume heading into the new year.
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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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