Factors & Fixed Income: Don’t Ignore Them!
Factors & Fixed Income: Don’t Ignore Them!
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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Covered Calls Could Provide a Fixed Income Boost
For fixed income investors, using covered calls on their stock sleeve has the ability to enhance the performance of their overall bond sleeve and provide plenty of sleep-at-night comfort.
Covered Calls Could Provide a Fixed Income Boost
For fixed income investors, using covered calls on their stock sleeve has the ability to enhance the performance of their overall bond sleeve and provide plenty of sleep-at-night comfort.
Find Safety, Liquidity & Tax-Free Income With VRDOs
A cornerstone of the municipal bond market, these quasi short- and long-term securities have basically been ignored by investors over the last few years as rates have been close to zero.
Find Safety, Liquidity & Tax-Free Income With VRDOs
A cornerstone of the municipal bond market, these quasi short- and long-term securities have basically been ignored by investors over the last few years as rates have been close to zero.
Watch Yourself In Private REITs
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Watch Yourself In Private REITs
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Taxation for Your Fixed Income Portfolio
Bonds are not taxed in the same manner as stocks. As such, careful planning regarding asset location and bond type is crucial.
Taxation for Your Fixed Income Portfolio
Bonds are not taxed in the same manner as stocks. As such, careful planning regarding asset location and bond type is crucial.
The Secure Act 2.0 Is Here!
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
The Secure Act 2.0 Is Here!
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
Prime Money Market Funds: Extra Yield Opportunity or a Risky Bet?
Prime money market funds may offer a bit of yield, but investors shouldn’t ignore the risks
Prime Money Market Funds: Extra Yield Opportunity or a Risky Bet?
Prime money market funds may offer a bit of yield, but investors shouldn’t ignore the risks
Long Live I-Bonds!
Overall, I-Bonds may not be the sexiest investment on the block, but they offer plenty of benefits and appeal for investors.
Long Live I-Bonds!
Overall, I-Bonds may not be the sexiest investment on the block, but they offer plenty of benefits and appeal for investors.
Individual Bonds vs. Bond Funds: Which Is Better For You?
So, which is better? It depends on what you’re looking for and how you plan on using bonds in your portfolio.
Individual Bonds vs. Bond Funds: Which Is Better For You?
So, which is better? It depends on what you’re looking for and how you plan on using bonds in your portfolio.
Get a Real Return in Real Estate Preferred Stock
Real estate preferred stock features bond-like cash flow that fixed income investors crave, while still owning equity in the buildings themselves.
Get a Real Return in Real Estate Preferred Stock
Real estate preferred stock features bond-like cash flow that fixed income investors crave, while still owning equity in the buildings themselves.
Asset-backed Bonds (ABS) – Good Choice or High-Risk Time Bomb?
These bonds, secured by pools of loans or the cash flow from other assets can be a helpful tool for investors to get additional yield into their portfolios. However, they also can be minefields.
Asset-backed Bonds (ABS) – Good Choice or High-Risk Time Bomb?
These bonds, secured by pools of loans or the cash flow from other assets can be a helpful tool for investors to get additional yield into their portfolios. However, they also can be minefields.
Short Duration Bonds are Very Attractive
Short duration bonds are currently paying some of the best yields in years and offer less risk than longer dated bonds.
Short Duration Bonds are Very Attractive
Short duration bonds are currently paying some of the best yields in years and offer less risk than longer dated bonds.
Rethinking 60/40 Portfolios With More Bonds
For fixed income investors, that may mean reimagining the spilt and taking a different approach that could generate more income and better long-term returns.
Rethinking 60/40 Portfolios With More Bonds
For fixed income investors, that may mean reimagining the spilt and taking a different approach that could generate more income and better long-term returns.
Zeros & STRIPS Offer Opportunity
So-called Zeros and Separate Trading of Registered Interest and Principal of Securities (STRIPS) offer another way investors can use bonds to build and create income from their portfolios.
Zeros & STRIPS Offer Opportunity
So-called Zeros and Separate Trading of Registered Interest and Principal of Securities (STRIPS) offer another way investors can use bonds to build and create income from their portfolios.
Interest Rate Hedged ETFS Are a Good Bet
Thanks to the ETF boom, there are now numerous funds that use derivatives to reduce a bond portfolio's duration to essentially zero.
Interest Rate Hedged ETFS Are a Good Bet
Thanks to the ETF boom, there are now numerous funds that use derivatives to reduce a bond portfolio's duration to essentially zero.
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