The AI Boom Nobody's Pricing as a Credit Story
The AI boom's biggest risk isn't in the stock market—it's in the trillion-dollar debt financing the buildout behind the scenes.
Jason Kirsch
Jason Kirsch is a financial author and investment advisor based in Portland, Oregon, dedicated to helping individuals gain greater control over their financial lives. His book, The Millennial Advantage: How Millennials Can (And Must) Be The Next Great Generation Of Investors, spent 35 weeks as a bestseller in 2010, offering a modern roadmap to long-term wealth-building. Jason has contributed to leading financial publications, including Forbes and Seeking Alpha, where his work focuses on practical investing strategies, behavioral finance, and portfolio optimization. Through his writing, he aims to make investing more accessible, actionable, and aligned with real-life goals.
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The AI Boom Nobody's Pricing as a Credit Story
The AI boom's biggest risk isn't in the stock market—it's in the trillion-dollar debt financing the buildout behind the scenes.
Closed-End Funds May Face Distribution Cuts
High yields on closed-end funds don't always mean safe income—here's what to watch before distributions get cut.
Closed-End Funds May Face Distribution Cuts
High yields on closed-end funds don't always mean safe income—here's what to watch before distributions get cut.
A Few Municipal Bond Funds for Taxable Investors Right Now
Municipal bond ETFs can boost your after-tax income—here are five worth considering for taxable portfolios in 2026.
A Few Municipal Bond Funds for Taxable Investors Right Now
Municipal bond ETFs can boost your after-tax income—here are five worth considering for taxable portfolios in 2026.
The Supreme Court Just Changed Closed-End Fund Activism. Here's What Investors Need to Know
A Supreme Court ruling strips activist investors of a key legal tool used to challenge closed-end fund governance, potentially widening NAV discounts.
The Supreme Court Just Changed Closed-End Fund Activism. Here's What Investors Need to Know
A Supreme Court ruling strips activist investors of a key legal tool used to challenge closed-end fund governance, potentially widening NAV discounts.
The Fed's Frozen Hand: What a Divided FOMC Means for Income Investors
The Fed's rare internal split and prolonged rate hold are pushing income investors to favor durable dividend growers over high-yield chasers as the credit cycle turns.
The Fed's Frozen Hand: What a Divided FOMC Means for Income Investors
The Fed's rare internal split and prolonged rate hold are pushing income investors to favor durable dividend growers over high-yield chasers as the credit cycle turns.
The Muni Ladder: Why the Oldest Fixed Income Strategy Is Having Its Best Moment in Years
With muni yields at pre-crisis highs and record issuance creating a buyer's market, a tax-free bond ladder in 2026 offers high-bracket investors locked-in after-tax returns that no investment-grade taxable bond can currently match.
The Muni Ladder: Why the Oldest Fixed Income Strategy Is Having Its Best Moment in Years
With muni yields at pre-crisis highs and record issuance creating a buyer's market, a tax-free bond ladder in 2026 offers high-bracket investors locked-in after-tax returns that no investment-grade taxable bond can currently match.
Tax-Aware CEF Investing: The Mid-Year Decisions That Actually Move the Needle
June's mid-year window gives CEF investors a timely opportunity to compare after-tax yields, optimize account placement, and harvest losses before year-end — because gross yield alone rarely tells the full story.
Tax-Aware CEF Investing: The Mid-Year Decisions That Actually Move the Needle
June's mid-year window gives CEF investors a timely opportunity to compare after-tax yields, optimize account placement, and harvest losses before year-end — because gross yield alone rarely tells the full story.
Alan Greenspan Dies at 100: 5 Investing Lessons That Still Matter Today
Greenspan's death at 100 offers investors five timeless lessons drawn from both his historic successes and the policy failures that triggered the 2008 financial crisis.
Alan Greenspan Dies at 100: 5 Investing Lessons That Still Matter Today
Greenspan's death at 100 offers investors five timeless lessons drawn from both his historic successes and the policy failures that triggered the 2008 financial crisis.
Mid-Year Reset: Reading the Fixed-Income CEF Landscape as Summer Begins
With CEF discounts normalized and credit spreads compressed, distribution coverage ratios — not headline yields — are now the key indicator of whether fixed-income CEF income is genuinely sustainable heading into the second half of 2026.
Mid-Year Reset: Reading the Fixed-Income CEF Landscape as Summer Begins
With CEF discounts normalized and credit spreads compressed, distribution coverage ratios — not headline yields — are now the key indicator of whether fixed-income CEF income is genuinely sustainable heading into the second half of 2026.
Alternative Investments in 2026: What's Actually Working and What Investors Are Getting Wrong
In mid-2026, a targeted alternatives allocation should favor infrastructure, gold, and quality hedge funds while treating retail private credit vehicles with caution amid rising redemption stress.
Alternative Investments in 2026: What's Actually Working and What Investors Are Getting Wrong
In mid-2026, a targeted alternatives allocation should favor infrastructure, gold, and quality hedge funds while treating retail private credit vehicles with caution amid rising redemption stress.
Dividend Aristocrats vs. High-Yield: Which Strategy Wins in 2026's Rate Regime?
The article argues that in the current 2026 rate environment, dividend growth investors should favor quality compounders over high-yield traps like BDCs and mortgage REITs.
Dividend Aristocrats vs. High-Yield: Which Strategy Wins in 2026's Rate Regime?
The article argues that in the current 2026 rate environment, dividend growth investors should favor quality compounders over high-yield traps like BDCs and mortgage REITs.
Your Portfolio May Have a Concentration Problem
Most investors holding standard S&P 500 index funds are unknowingly running a concentrated bet on seven mega-cap stocks, and mid-2026 is a practical moment to audit that exposure and rebalance.
Your Portfolio May Have a Concentration Problem
Most investors holding standard S&P 500 index funds are unknowingly running a concentrated bet on seven mega-cap stocks, and mid-2026 is a practical moment to audit that exposure and rebalance.
Selling Options for Income: What the Current Volatility Environment Actually Means for Your Strategy
Options income strategies — covered calls, cash-secured puts, and the wheel — have gone mainstream via ETFs like JEPI, JEPQ, and QQQI, collectively managing tens of billions in assets.
Selling Options for Income: What the Current Volatility Environment Actually Means for Your Strategy
Options income strategies — covered calls, cash-secured puts, and the wheel — have gone mainstream via ETFs like JEPI, JEPQ, and QQQI, collectively managing tens of billions in assets.
Why the Muni Yield Curve Is the Most Interesting Chart in Fixed Income Right Now
The municipal bond yield curve has steepened sharply in 2026, with 20-year AAA muni yields crossing 4% and offering taxable-equivalent yields above 7% for top-bracket investors — a historically rare setup.
Why the Muni Yield Curve Is the Most Interesting Chart in Fixed Income Right Now
The municipal bond yield curve has steepened sharply in 2026, with 20-year AAA muni yields crossing 4% and offering taxable-equivalent yields above 7% for top-bracket investors — a historically rare setup.
AI Thematic Funds Are Outperforming — But Are Investors Buying the Right Exposure
AI thematic ETFs are attracting massive inflows, but the article challenges investors to look past the obvious mega-cap tech exposure and ask whether these funds deliver genuinely differentiated access to the AI opportunity.
AI Thematic Funds Are Outperforming — But Are Investors Buying the Right Exposure
AI thematic ETFs are attracting massive inflows, but the article challenges investors to look past the obvious mega-cap tech exposure and ask whether these funds deliver genuinely differentiated access to the AI opportunity.
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