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.
Amid heightened fixed-income volatility, corporate bond ladders offer investors a structured way to reduce risk, smooth returns, and generate reliable income by spreading maturities over time.
Amid heightened fixed-income volatility, corporate bond ladders offer investors a structured way to reduce risk, smooth returns, and generate reliable income by spreading maturities over time.
Persistent inflation driven by structural and cyclical pressures has made active management a powerful tool for protecting purchasing power and navigating an environment where traditional stock-bond allocations struggle.
Persistent inflation driven by structural and cyclical pressures has made active management a powerful tool for protecting purchasing power and navigating an environment where traditional stock-bond allocations struggle.
Senior-loan CEFs turn an otherwise illiquid, hard-to-access asset class into a powerful income strategy by using permanent capital, skilled management, and structural leverage to maximize the benefits of floating-rate, senior-secured loans.
Senior-loan CEFs turn an otherwise illiquid, hard-to-access asset class into a powerful income strategy by using permanent capital, skilled management, and structural leverage to maximize the benefits of floating-rate, senior-secured loans.
Tax-loss harvesting in bonds is becoming a powerful strategy for boosting after-tax returns as rising volatility and shifting interest rates create ample opportunities to realize losses and reinvest more efficiently.
Tax-loss harvesting in bonds is becoming a powerful strategy for boosting after-tax returns as rising volatility and shifting interest rates create ample opportunities to realize losses and reinvest more efficiently.
Closed-end funds aren’t just income vehicles anymore—they’re increasingly powerful tools for long-term growth thanks to structural advantages, active management, and discount-driven return potential.
Closed-end funds aren’t just income vehicles anymore—they’re increasingly powerful tools for long-term growth thanks to structural advantages, active management, and discount-driven return potential.
Bond yields are rising despite Fed rate cuts, and the possibility of 6% Treasury yields could reshape portfolio strategy and create major opportunities for fixed income investors.
Bond yields are rising despite Fed rate cuts, and the possibility of 6% Treasury yields could reshape portfolio strategy and create major opportunities for fixed income investors.
Active ETFs and enhanced indexing are challenging the long-held belief that large-cap markets are too efficient for active managers to outperform.
Active ETFs and enhanced indexing are challenging the long-held belief that large-cap markets are too efficient for active managers to outperform.
With the Fed officially shifting into a rate-cutting cycle, bonds are poised for strong total returns as high starting yields combine with rising prices to create one of the most compelling opportunities.
With the Fed officially shifting into a rate-cutting cycle, bonds are poised for strong total returns as high starting yields combine with rising prices to create one of the most compelling opportunities.
Fallen Angel bonds—former investment-grade bonds now rated as high-yield—offer strong income, solid credit quality, and potential capital gains in today’s rate-cutting environment.
Fallen Angel bonds—former investment-grade bonds now rated as high-yield—offer strong income, solid credit quality, and potential capital gains in today’s rate-cutting environment.
Bonds are becoming a more attractive investment than stocks thanks to high yields, rising equity risks, and the potential for strong returns with lower volatility.
Bonds are becoming a more attractive investment than stocks thanks to high yields, rising equity risks, and the potential for strong returns with lower volatility.
Active ETFs are redefining tax efficiency by minimizing capital gains and offering investors a smarter, lower-tax way to outperform in their taxable accounts.
Active ETFs are redefining tax efficiency by minimizing capital gains and offering investors a smarter, lower-tax way to outperform in their taxable accounts.
Amid rising volatility and recession risks, short-term bonds offer investors a balanced solution—delivering strong yields, low volatility, and better protection than cash or long-duration assets.
Amid rising volatility and recession risks, short-term bonds offer investors a balanced solution—delivering strong yields, low volatility, and better protection than cash or long-duration assets.
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.
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Jason Kirsch
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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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