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.
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.
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.
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.
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.
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.
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.
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.
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 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 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.
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.
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.
Investors increasingly prefer older, more established active ETFs because they offer longer track records, deeper liquidity, and greater confidence in performance evaluation.
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 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 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.
For income investors who have built wealth through dividend-paying stocks, closed-end funds represent a natural evolution in portfolio construction
For income investors who have built wealth through dividend-paying stocks, closed-end funds represent a natural evolution in portfolio construction
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.
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.
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.
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 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 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.
While defaults in high yield and private credit are rising, strong balance sheets, contained credit spreads, and elevated income suggest the broader market remains healthy.
While defaults in high yield and private credit are rising, strong balance sheets, contained credit spreads, and elevated income suggest the broader market remains healthy.
Investment-grade floating rate debt offers fixed-income investors attractive income with minimal duration risk, helping reduce portfolio volatility and stabilize returns in an uncertain interest-rate environment.
Investment-grade floating rate debt offers fixed-income investors attractive income with minimal duration risk, helping reduce portfolio volatility and stabilize returns in an uncertain interest-rate environment.
The true cost of owning active ETFs goes far beyond expense ratios, as premiums, discounts, trading dynamics, and structural efficiency all play a critical role in determining real investor outcomes.
The true cost of owning active ETFs goes far beyond expense ratios, as premiums, discounts, trading dynamics, and structural efficiency all play a critical role in determining real investor outcomes.
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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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