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.
Active dividend growth investing combines consistent income, lower volatility, and long-term growth, making it a compelling strategy for building resilient portfolios in today’s market.
Active dividend growth investing combines consistent income, lower volatility, and long-term growth, making it a compelling strategy for building resilient portfolios in today’s market.
Investors may achieve better income, diversification, and long-term returns by moving beyond the Bloomberg U.S. Aggregate Bond Index.
Investors may achieve better income, diversification, and long-term returns by moving beyond the Bloomberg U.S. Aggregate Bond Index.
Senior and AAA-rated CLO tranches offer investors an attractive combination of high-quality income, structural protection, floating-rate resilience, and strong liquidity, making them a compelling addition to portfolios.
Senior and AAA-rated CLO tranches offer investors an attractive combination of high-quality income, structural protection, floating-rate resilience, and strong liquidity, making them a compelling addition to portfolios.
Active ETFs empower investors to move beyond the concentration of mega-cap and AI-driven stocks, capturing a broader range of equity opportunities through flexible, research-driven portfolio construction.
Active ETFs empower investors to move beyond the concentration of mega-cap and AI-driven stocks, capturing a broader range of equity opportunities through flexible, research-driven portfolio construction.
Rising volatility in fixed income markets creates pricing dislocations and higher yields, giving active investors the opportunity to generate excess returns through strategic positioning and security selection.
Rising volatility in fixed income markets creates pricing dislocations and higher yields, giving active investors the opportunity to generate excess returns through strategic positioning and security selection.
Duration is a powerful tool that allows investors to actively manage interest rate exposure and potentially enhance returns by positioning their bond portfolios for changing market conditions.
Duration is a powerful tool that allows investors to actively manage interest rate exposure and potentially enhance returns by positioning their bond portfolios for changing market conditions.
Active management allows investors to more effectively capture the real value of ESG by focusing on material factors, adapting to change, and uncovering opportunities that passive strategies often miss.
Active management allows investors to more effectively capture the real value of ESG by focusing on material factors, adapting to change, and uncovering opportunities that passive strategies often miss.
New York City’s municipal bonds remain backed by strong economic fundamentals, but rising budget pressures and fiscal uncertainties are creating new risks that investors must carefully monitor.
New York City’s municipal bonds remain backed by strong economic fundamentals, but rising budget pressures and fiscal uncertainties are creating new risks that investors must carefully monitor.
Liquid bonds can offer comparable yields to private credit while providing greater transparency, flexibility, and risk control, making them a more practical choice for most investors.
Liquid bonds can offer comparable yields to private credit while providing greater transparency, flexibility, and risk control, making them a more practical choice for most investors.
Core-plus active ETFs offer a more flexible and income-driven alternative to the Agg. Still, investors must look beyond the label to evaluate their true risks, return drivers, and effectiveness as a core bond holding.
Core-plus active ETFs offer a more flexible and income-driven alternative to the Agg. Still, investors must look beyond the label to evaluate their true risks, return drivers, and effectiveness as a core bond holding.
Emerging market debt may offer a more reliable and higher-return path to global growth than equities, thanks to its strong yields, lower volatility, and consistent long-term performance.
Emerging market debt may offer a more reliable and higher-return path to global growth than equities, thanks to its strong yields, lower volatility, and consistent long-term performance.
Adding a modest allocation of active ETFs to a passive core can enhance returns, manage risk, and improve consistency without sacrificing the benefits of low-cost index investing.
Adding a modest allocation of active ETFs to a passive core can enhance returns, manage risk, and improve consistency without sacrificing the benefits of low-cost index investing.
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.
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Nvidia’s 30% slide is a reminder of single-stock risk. See how advisors use...
Aaron Levitt
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With bond yields near multi-decade highs, active fixed-income ETFs could offer investors an...
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Jason Kirsch
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Hot October inflation makes a December Fed hike near-certain. A ready-to-use prompt helps...
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