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.
Non-traded closed-end funds have crossed $251 billion in net assets, driven by retail demand for private credit exposure through interval and tender offer fund structures.
Non-traded closed-end funds have crossed $251 billion in net assets, driven by retail demand for private credit exposure through interval and tender offer fund structures.
Retirement decumulation — drawing down a portfolio without running out — demands a fundamentally different discipline than accumulation.
Retirement decumulation — drawing down a portfolio without running out — demands a fundamentally different discipline than accumulation.
Activist investors are increasingly targeting closed-end funds trading at wide discounts to NAV, using proxy fights and forced tender offers to extract quick gains — then exiting within months.
Activist investors are increasingly targeting closed-end funds trading at wide discounts to NAV, using proxy fights and forced tender offers to extract quick gains — then exiting within months.
With the S&P 500 at record highs and a nine-week winning streak, markets face a pivotal week: Friday's May jobs report and the incoming Fed chair Kevin Warsh's first FOMC meeting on June 16–17
With the S&P 500 at record highs and a nine-week winning streak, markets face a pivotal week: Friday's May jobs report and the incoming Fed chair Kevin Warsh's first FOMC meeting on June 16–17
We examine where we are in the credit cycle heading into mid-2026, focusing on the ~$1.4 trillion corporate debt refinancing wall, the Fed's frozen rate environment, and growing stress in private credit markets
We examine where we are in the credit cycle heading into mid-2026, focusing on the ~$1.4 trillion corporate debt refinancing wall, the Fed's frozen rate environment, and growing stress in private credit markets
The discount mechanism is best used as a secondary filter, not a primary one. Start with the underlying strategy: does the portfolio make sense given where rates, credit spreads, and risk sentiment are?
The discount mechanism is best used as a secondary filter, not a primary one. Start with the underlying strategy: does the portfolio make sense given where rates, credit spreads, and risk sentiment are?
The 30-year Treasury yield hit 5.19% on May 19 2026 — its highest level since July 2007. The 10-year climbed to 4.69%. Mortgage rates are back above 6.68%.
The 30-year Treasury yield hit 5.19% on May 19 2026 — its highest level since July 2007. The 10-year climbed to 4.69%. Mortgage rates are back above 6.68%.
Tax season gives advisors a natural opening to revisit the muni bond case — and it's a simple one: what clients keep matters more than what they nominally earn. For high-bracket investors, that gap is typically far larger than they realize.
Tax season gives advisors a natural opening to revisit the muni bond case — and it's a simple one: what clients keep matters more than what they nominally earn. For high-bracket investors, that gap is typically far larger than they realize.
Despite record index highs, the majority of individual stocks are actually declining on many of those same days — a dangerous sign of extreme market concentration where just five companies are driving most gains.
Despite record index highs, the majority of individual stocks are actually declining on many of those same days — a dangerous sign of extreme market concentration where just five companies are driving most gains.
Nasdaq hit a record high in May 2026, recovering in just five sessions amid persistent volatility driven by an increasingly complex market structure.
Nasdaq hit a record high in May 2026, recovering in just five sessions amid persistent volatility driven by an increasingly complex market structure.
CEF's stated distribution rate is an input to analysis, not a conclusion. A fund yielding 10% is not automatically a better income investment than one yielding 6%.
CEF's stated distribution rate is an input to analysis, not a conclusion. A fund yielding 10% is not automatically a better income investment than one yielding 6%.
The earnings calls that move markets most are not the ones where companies miss consensus by a few cents. They are the ones where the narrative underlying an entire sector's premium valuation gets stress-tested in real time.
The earnings calls that move markets most are not the ones where companies miss consensus by a few cents. They are the ones where the narrative underlying an entire sector's premium valuation gets stress-tested in real time.
Drawing a cautionary parallel to the dot-com bubble, the article argues that AI's transformative potential doesn't justify current valuations — and that smart investors should diversify into alternatives.
Drawing a cautionary parallel to the dot-com bubble, the article argues that AI's transformative potential doesn't justify current valuations — and that smart investors should diversify into alternatives.
Muni CEFs are presenting a rare, potentially time-limited convergence of elevated yields, wide discounts, and strong inflows — conditions that historically reward early recognition before the opportunity becomes consensus.
Muni CEFs are presenting a rare, potentially time-limited convergence of elevated yields, wide discounts, and strong inflows — conditions that historically reward early recognition before the opportunity becomes consensus.
Extreme call-buying in AI and tech stocks signals dangerous crowding, but also creates a premium-rich environment for income-oriented options sellers.
Extreme call-buying in AI and tech stocks signals dangerous crowding, but also creates a premium-rich environment for income-oriented options sellers.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
Vanguard's continued expansion into active fixed income ETFs underscores the growing belief that...
News
Jason Kirsch
|
The AI boom's biggest risk isn't in the stock market—it's in the trillion-dollar...
Aaron Levitt
|
High-yield municipal bonds offer investors a compelling combination of attractive tax-free income, historically...
Receive email updates about best performers, news, CE accredited webcasts and more.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.