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.
Near-retirees are advised to audit energy exposure, shift toward TIPS and short-duration bonds, lower withdrawal rates, and build flexible income streams to weather a potentially prolonged energy-driven inflation shock.
Near-retirees are advised to audit energy exposure, shift toward TIPS and short-duration bonds, lower withdrawal rates, and build flexible income streams to weather a potentially prolonged energy-driven inflation shock.
Munis' historically low default rate is a legitimate selling point, but 2026 introduces credit headwinds worth understanding sector by sector.
Munis' historically low default rate is a legitimate selling point, but 2026 introduces credit headwinds worth understanding sector by sector.
The key takeaway - keep duration short, watch MBS risk, and add rate volatility exposure until Kevin Warsh’s policy direction becomes clear.
The key takeaway - keep duration short, watch MBS risk, and add rate volatility exposure until Kevin Warsh’s policy direction becomes clear.
The reasonable way for most investors to approach gold is as a modest, permanent allocation — something in the range of 5% to 10% — rather than a tactical trade.
The reasonable way for most investors to approach gold is as a modest, permanent allocation — something in the range of 5% to 10% — rather than a tactical trade.
The case for leveraged fixed-income CEFs in mid-2026 is compelling on its technical merits. The rate easing cycle has turned the leverage dynamic from headwind to tailwind.
The case for leveraged fixed-income CEFs in mid-2026 is compelling on its technical merits. The rate easing cycle has turned the leverage dynamic from headwind to tailwind.
Taxable municipal bonds are a growing, often overlooked segment of the $4.4 trillion muni market that rarely gets airtime next to their tax-exempt counterparts.
Taxable municipal bonds are a growing, often overlooked segment of the $4.4 trillion muni market that rarely gets airtime next to their tax-exempt counterparts.
Equity volatility is prompting income-focused investors to explore reliable yield sources — and while CEFs offer attractive distribution rates, understanding how they compare to bonds and dividend stocks is essential before investing.
Equity volatility is prompting income-focused investors to explore reliable yield sources — and while CEFs offer attractive distribution rates, understanding how they compare to bonds and dividend stocks is essential before investing.
The part of the market worth watching most carefully in the coming weeks is guidance. Companies that delivered strong Q1 results but pulled their full-year forecasts are a yellow flag.
The part of the market worth watching most carefully in the coming weeks is guidance. Companies that delivered strong Q1 results but pulled their full-year forecasts are a yellow flag.
The Strait of Hormuz is open today. Whether it remains so through the second half of the year depends on negotiations that, by multiple accounts, are fragile.
The Strait of Hormuz is open today. Whether it remains so through the second half of the year depends on negotiations that, by multiple accounts, are fragile.
Average CEF distribution yields have regularly shown up in the 8% to 10% range, a figure that stands out sharply against the broader fixed income landscape.
Average CEF distribution yields have regularly shown up in the 8% to 10% range, a figure that stands out sharply against the broader fixed income landscape.
The muni bond tax exemption survived the One Big Beautiful Bill Act signed July 4, 2025 — a major relief after months of genuine threat — but its century-old status is no longer something advisors can take for granted.
The muni bond tax exemption survived the One Big Beautiful Bill Act signed July 4, 2025 — a major relief after months of genuine threat — but its century-old status is no longer something advisors can take for granted.
To understand how CEFs generate the income levels they do, you have to understand leverage. It's one of the defining features of the CEF structure, and one of the least understood.
To understand how CEFs generate the income levels they do, you have to understand leverage. It's one of the defining features of the CEF structure, and one of the least understood.
The broader lesson from the Hormuz episode isn't that investors should be trading oil volatility — it's that energy exposure is not monolithic.
The broader lesson from the Hormuz episode isn't that investors should be trading oil volatility — it's that energy exposure is not monolithic.
A comparison of REITs, private credit, and infrastructure as the three main alternative income strategies available to individual investors in 2026.
A comparison of REITs, private credit, and infrastructure as the three main alternative income strategies available to individual investors in 2026.
When equity markets turn choppy and investors rush toward safety, something unusual happens in the corner of the market occupied by closed-end funds.
When equity markets turn choppy and investors rush toward safety, something unusual happens in the corner of the market occupied by closed-end funds.
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Aaron Levitt
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Vanguard's continued expansion into active fixed income ETFs underscores the growing belief that...
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Jason Kirsch
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The AI boom's biggest risk isn't in the stock market—it's in the trillion-dollar...
Aaron Levitt
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High-yield municipal bonds offer investors a compelling combination of attractive tax-free income, historically...
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