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.
Closed-end funds offer a unique way to access energy infrastructure and MLPs, combining high yields, tax advantages, and the ability to hold illiquid assets that traditional funds can’t.
Closed-end funds offer a unique way to access energy infrastructure and MLPs, combining high yields, tax advantages, and the ability to hold illiquid assets that traditional funds can’t.
Goldman Sachs argues that the Bloomberg U.S. Aggregate Bond Index has become overly skewed toward Treasuries, making it less effective for investors, and that active ETFs offer a better path to yield, diversification, and risk management.
Goldman Sachs argues that the Bloomberg U.S. Aggregate Bond Index has become overly skewed toward Treasuries, making it less effective for investors, and that active ETFs offer a better path to yield, diversification, and risk management.
Buffer ETFs use options to cap downside risk and smooth returns, offering investors a powerful new way to manage volatility and protect portfolios in uncertain markets.
Buffer ETFs use options to cap downside risk and smooth returns, offering investors a powerful new way to manage volatility and protect portfolios in uncertain markets.
High yield bonds may be entering a “Goldilocks” period, offering strong returns and resilience as the U.S. economy slows but avoids full recession.
High yield bonds may be entering a “Goldilocks” period, offering strong returns and resilience as the U.S. economy slows but avoids full recession.
Active ETFs allow bond investors to navigate today’s heightened volatility by shifting from traditional income-only strategies to dynamic, return-seeking approaches that capture both yield and price gains.
Active ETFs allow bond investors to navigate today’s heightened volatility by shifting from traditional income-only strategies to dynamic, return-seeking approaches that capture both yield and price gains.
Convertible bonds, with their unique blend of stock-like upside and bond-like protection, remain a compelling hedge against today’s rising uncertainty and volatility while still offering strong forward return potential.
Convertible bonds, with their unique blend of stock-like upside and bond-like protection, remain a compelling hedge against today’s rising uncertainty and volatility while still offering strong forward return potential.
Active crypto ETFs are emerging as the next evolution in digital asset investing, offering the potential to enhance returns and manage volatility beyond traditional passive products.
Active crypto ETFs are emerging as the next evolution in digital asset investing, offering the potential to enhance returns and manage volatility beyond traditional passive products.
Floating rate bonds offer investors high yields and built-in protection across rising, falling, or stagnant rate environments, making them a smart hedge amid the Fed’s ongoing uncertainty.
Floating rate bonds offer investors high yields and built-in protection across rising, falling, or stagnant rate environments, making them a smart hedge amid the Fed’s ongoing uncertainty.
Active municipal bond ETFs offer better yields, flexibility, and long-term outcomes than passive funds, making them the smarter choice for investors seeking tax-advantaged income.
Active municipal bond ETFs offer better yields, flexibility, and long-term outcomes than passive funds, making them the smarter choice for investors seeking tax-advantaged income.
Certificates of deposit may look attractive in today’s higher-rate environment, but once taxes and inflation are factored in, bonds still deliver stronger long-term real returns and better portfolio value.
Certificates of deposit may look attractive in today’s higher-rate environment, but once taxes and inflation are factored in, bonds still deliver stronger long-term real returns and better portfolio value.
Active low-volatility ETFs give investors a way to smooth returns, protect against downside, and still capture more of the market’s upside than passive low-vol strategies.
Active low-volatility ETFs give investors a way to smooth returns, protect against downside, and still capture more of the market’s upside than passive low-vol strategies.
Despite the hype around buffer ETFs, today’s higher bond yields and steady income show that traditional fixed income may be the best—and simplest—way to cushion portfolios against volatility.
Despite the hype around buffer ETFs, today’s higher bond yields and steady income show that traditional fixed income may be the best—and simplest—way to cushion portfolios against volatility.
With inflation starting to rise again, active ETFs offer investors a flexible and effective way to protect purchasing power by targeting assets and strategies built to thrive in inflationary environments.
With inflation starting to rise again, active ETFs offer investors a flexible and effective way to protect purchasing power by targeting assets and strategies built to thrive in inflationary environments.
With economic growth slowing and recession risks rising, today’s high starting bond yields offer fixed income investors a strong foundation for long-term returns despite market uncertainty.
With economic growth slowing and recession risks rising, today’s high starting bond yields offer fixed income investors a strong foundation for long-term returns despite market uncertainty.
Short-term investment grade bonds with modest credit risk can offer higher yields and lower volatility, making them an attractive choice in today’s uncertain fixed income market
Short-term investment grade bonds with modest credit risk can offer higher yields and lower volatility, making them an attractive choice in today’s uncertain fixed income 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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