Active ETFs and Tax-Aware Investing: A Match Made In Heaven
Active ETFs combine professional portfolio management with structural tax advantages, helping investors pursue long-term returns while minimizing the drag of unnecessary taxable events.
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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Active ETFs and Tax-Aware Investing: A Match Made In Heaven
Active ETFs combine professional portfolio management with structural tax advantages, helping investors pursue long-term returns while minimizing the drag of unnecessary taxable events.
Optimism Grows For European Fixed Income
With higher starting yields, improving economic momentum, and a stabilizing rate environment, European fixed income offers investors an attractive combination of income, diversification, and total return potential in the year ahead.
Optimism Grows For European Fixed Income
With higher starting yields, improving economic momentum, and a stabilizing rate environment, European fixed income offers investors an attractive combination of income, diversification, and total return potential in the year ahead.
Unlocking Opportunity in Fixed Income Through Active Management
As dispersion rises and structural shifts continue, active fixed income may not just enhance returns—it may become essential for fully participating in the bond market’s next chapter.
Unlocking Opportunity in Fixed Income Through Active Management
As dispersion rises and structural shifts continue, active fixed income may not just enhance returns—it may become essential for fully participating in the bond market’s next chapter.
Powering Portfolio Income: Why Utility Closed-End Funds Stand Out Today
Utility CEFs combine the sector’s naturally stable cash flows and dividends with structural leverage and diversification, creating a powerful vehicle for investors seeking higher income and long-term portfolio resilience.
Powering Portfolio Income: Why Utility Closed-End Funds Stand Out Today
Utility CEFs combine the sector’s naturally stable cash flows and dividends with structural leverage and diversification, creating a powerful vehicle for investors seeking higher income and long-term portfolio resilience.
Cash-Like ETFs Are Seeing Record Inflows: And the Trend May Not Be Over
Record inflows into cash-like ETFs show that investors are transforming idle cash into a strategic, income-generating allocation that provides liquidity, stability, and competitive yields amid rising uncertainty and shifting interest rates.
Cash-Like ETFs Are Seeing Record Inflows: And the Trend May Not Be Over
Record inflows into cash-like ETFs show that investors are transforming idle cash into a strategic, income-generating allocation that provides liquidity, stability, and competitive yields amid rising uncertainty and shifting interest rates.
The Junk Bond Market Isn’t So “Junk” Anymore
With credit quality improving, duration risk falling, and stronger issuers reshaping the market, high-yield bonds are evolving from a speculative niche into a core, income-driven allocation for modern portfolios.
The Junk Bond Market Isn’t So “Junk” Anymore
With credit quality improving, duration risk falling, and stronger issuers reshaping the market, high-yield bonds are evolving from a speculative niche into a core, income-driven allocation for modern portfolios.
The Biggest Active ETF Winners in 2025: What Led the Winners and Where Flows Went
Active ETFs saw explosive growth in 2025, with investors funneling record inflows into derivative income, large-blend equity, ultra-short bond, and multi-sector bond strategies that offered income, flexibility, and built-in risk control.
The Biggest Active ETF Winners in 2025: What Led the Winners and Where Flows Went
Active ETFs saw explosive growth in 2025, with investors funneling record inflows into derivative income, large-blend equity, ultra-short bond, and multi-sector bond strategies that offered income, flexibility, and built-in risk control.
Asset-Backed Securities: A Compelling Opportunity for Fixed-Income Investors
Asset-backed securities offer fixed-income investors a powerful combination of competitive yields, structural credit protection, shorter duration, and diversification, making them an increasingly attractive core component of resilient bond portfolios.
Asset-Backed Securities: A Compelling Opportunity for Fixed-Income Investors
Asset-backed securities offer fixed-income investors a powerful combination of competitive yields, structural credit protection, shorter duration, and diversification, making them an increasingly attractive core component of resilient bond portfolios.
Investing in AI Through Bonds: A Strategic Path for Cautious Growth
AI-related bond issuance presents a unique opportunity for fixed-income investors to capture income and participate in the AI growth cycle through diversified credit exposure, provided they focus on quality, sector diversification, and active research.
Investing in AI Through Bonds: A Strategic Path for Cautious Growth
AI-related bond issuance presents a unique opportunity for fixed-income investors to capture income and participate in the AI growth cycle through diversified credit exposure, provided they focus on quality, sector diversification, and active research.
Why Investors Prefer Older Active ETFs—and What It Means for Portfolio Construction
Investors increasingly prefer older, more established active ETFs because they offer longer track records, deeper liquidity, and greater confidence in performance evaluation.
Why Investors Prefer Older Active ETFs—and What It Means for Portfolio Construction
Investors increasingly prefer older, more established active ETFs because they offer longer track records, deeper liquidity, and greater confidence in performance evaluation.
Active ETFs Are Starting to Include Private Equity Exposure
Active ETFs are beginning to incorporate private equity exposure, using evolving ETF structures to give investors access to private-market growth while balancing liquidity, transparency, and professional risk management within a public-market vehicle.
Active ETFs Are Starting to Include Private Equity Exposure
Active ETFs are beginning to incorporate private equity exposure, using evolving ETF structures to give investors access to private-market growth while balancing liquidity, transparency, and professional risk management within a public-market vehicle.
Why Income Investors Should Diversify Dividend Portfolios with Closed-End Funds
For income investors who have built wealth through dividend-paying stocks, closed-end funds represent a natural evolution in portfolio construction
Why Income Investors Should Diversify Dividend Portfolios with Closed-End Funds
For income investors who have built wealth through dividend-paying stocks, closed-end funds represent a natural evolution in portfolio construction
Short on Duration, Long on Opportunity: Why Credit-Focused Bond Strategies May Offer Upside
In a market shaped by a shifting yield curve and ongoing rate uncertainty, staying short on duration while emphasizing credit—especially through active management—can help bond investors.
Short on Duration, Long on Opportunity: Why Credit-Focused Bond Strategies May Offer Upside
In a market shaped by a shifting yield curve and ongoing rate uncertainty, staying short on duration while emphasizing credit—especially through active management—can help bond investors.
A Rate-Cutting Environment Is Good for Fixed Income
As rate cuts take hold, fixed income is well positioned to deliver income, diversification, and potential price gains, making thoughtful duration exposure, income harvesting, and bond diversification key portfolio strategies this year.
A Rate-Cutting Environment Is Good for Fixed Income
As rate cuts take hold, fixed income is well positioned to deliver income, diversification, and potential price gains, making thoughtful duration exposure, income harvesting, and bond diversification key portfolio strategies this year.
Gold’s Volatile Moment: Why Active ETFs May Thrive in Today’s Precious Metals Market
Gold’s heightened volatility and shifting macro drivers create an environment where active gold ETFs can add value by dynamically managing exposure, navigating dispersion across gold-related assets, and improving risk-adjusted returns.
Gold’s Volatile Moment: Why Active ETFs May Thrive in Today’s Precious Metals Market
Gold’s heightened volatility and shifting macro drivers create an environment where active gold ETFs can add value by dynamically managing exposure, navigating dispersion across gold-related assets, and improving risk-adjusted returns.
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