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.
Municipal bond closed-end funds are offering rare value, combining deep discounts, high tax-free yields, and attractive income potential for investors seeking opportunity in today’s fixed-income market.
Municipal bond closed-end funds are offering rare value, combining deep discounts, high tax-free yields, and attractive income potential for investors seeking opportunity in today’s fixed-income market.
Despite recent Fed rate cuts, inflation risks are far from over, making Treasury Inflation-Protected Securities (TIPS) a smart way to preserve real returns and safeguard portfolios in the months ahead.
Despite recent Fed rate cuts, inflation risks are far from over, making Treasury Inflation-Protected Securities (TIPS) a smart way to preserve real returns and safeguard portfolios in the months ahead.
With rising concentration risks in passive indexes, active and enhanced ETFs are emerging as smarter core holdings—offering broader diversification, stronger returns, and better risk control for long-term investors.
With rising concentration risks in passive indexes, active and enhanced ETFs are emerging as smarter core holdings—offering broader diversification, stronger returns, and better risk control for long-term investors.
After years of passive dominance, shifting market conditions, rising volatility, and the growth of active ETFs are setting the stage for active management to reclaim its edge.
After years of passive dominance, shifting market conditions, rising volatility, and the growth of active ETFs are setting the stage for active management to reclaim its edge.
Global high yield bonds have evolved into a stronger, more diverse, and less risky asset class—offering investors attractive income, diversification, and improved risk-adjusted returns.
Global high yield bonds have evolved into a stronger, more diverse, and less risky asset class—offering investors attractive income, diversification, and improved risk-adjusted returns.
After years of lagging performance, small-cap stocks are primed for a rebound—and active managers using ETFs are best positioned to capture their deep value and long-term growth potential.
After years of lagging performance, small-cap stocks are primed for a rebound—and active managers using ETFs are best positioned to capture their deep value and long-term growth potential.
After years of political pushback and index flaws, ESG investing may find new life through active ETFs, which offer flexibility, stronger returns, and a clearer path to aligning values with performance.
After years of political pushback and index flaws, ESG investing may find new life through active ETFs, which offer flexibility, stronger returns, and a clearer path to aligning values with performance.
Collateralized loan obligations (CLOs), with their unique waterfall structure and resilience to volatility, are emerging as a compelling way for investors to capture high yields and stability in today’s uncertain bond market.
Collateralized loan obligations (CLOs), with their unique waterfall structure and resilience to volatility, are emerging as a compelling way for investors to capture high yields and stability in today’s uncertain bond market.
Taxable municipal bonds are offering investors a rare opportunity to earn yields comparable to investment-grade corporates while taking on lower credit risk and potentially improving portfolio stability.
Taxable municipal bonds are offering investors a rare opportunity to earn yields comparable to investment-grade corporates while taking on lower credit risk and potentially improving portfolio stability.
Vanguard is breaking from its passive roots by launching its first actively managed stock ETFs that rely on traditional human stock picking instead of systematic strategies.
Vanguard is breaking from its passive roots by launching its first actively managed stock ETFs that rely on traditional human stock picking instead of systematic strategies.
With Treasuries increasingly volatile, investors can still find stability by shifting toward agency mortgage-backed securities, which offer strong credit quality and higher yields.
With Treasuries increasingly volatile, investors can still find stability by shifting toward agency mortgage-backed securities, which offer strong credit quality and higher yields.
High-yield bonds have historically delivered stock-like returns with lower volatility and drawdowns, making them a compelling alternative or complement to equities in today’s uncertain market.
High-yield bonds have historically delivered stock-like returns with lower volatility and drawdowns, making them a compelling alternative or complement to equities in today’s uncertain market.
U.S. Treasury’s growing reliance on T-bills to fund rising deficits may ease costs today but risks driving long-term yields higher, leaving investors in long-dated treasuries exposed.
U.S. Treasury’s growing reliance on T-bills to fund rising deficits may ease costs today but risks driving long-term yields higher, leaving investors in long-dated treasuries exposed.
CalPERS seeded J.P. Morgan’s new Active High Yield ETF (JPHY) with $2 billion, marking the largest-ever active ETF launch and underscoring the growing role of active management in fixed income investing.
CalPERS seeded J.P. Morgan’s new Active High Yield ETF (JPHY) with $2 billion, marking the largest-ever active ETF launch and underscoring the growing role of active management in fixed income investing.
Callable municipal bonds, while often seen as a risk, can provide higher yields and create opportunities for active managers to add value in today’s market.
Callable municipal bonds, while often seen as a risk, can provide higher yields and create opportunities for active managers to add value in today’s market.
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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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