Active ETFs: The Tax-Efficient Alpha Boost for Your Portfolio
Active ETFs combine tax efficiency and the potential for higher after-tax returns, making them an excellent choice for maximizing gains in taxable investment accounts.
Aaron Levitt
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.
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Active ETFs: The Tax-Efficient Alpha Boost for Your Portfolio
Active ETFs combine tax efficiency and the potential for higher after-tax returns, making them an excellent choice for maximizing gains in taxable investment accounts.
How Model Portfolios are Driving Explosive Growth in ETFs
Model portfolios and ETFs have formed a powerful synergy, simplifying asset allocation, reducing costs, and driving significant growth in both strategies for investors and advisors alike.
How Model Portfolios are Driving Explosive Growth in ETFs
Model portfolios and ETFs have formed a powerful synergy, simplifying asset allocation, reducing costs, and driving significant growth in both strategies for investors and advisors alike.
Municipal Bonds and Infrastructure: A High-Yield Match Made for Investors
Infrastructure-focused municipal bonds offer investors a unique opportunity to support critical public projects while benefiting from higher yields, inflation protection, and potentially lower default risks than general obligation bonds.
Municipal Bonds and Infrastructure: A High-Yield Match Made for Investors
Infrastructure-focused municipal bonds offer investors a unique opportunity to support critical public projects while benefiting from higher yields, inflation protection, and potentially lower default risks than general obligation bonds.
Why Active Management is Thriving in the Municipal Bond ETF Market
Active municipal bond ETFs are experiencing rapid growth, offering investors tax-free income, potential outperformance over passive funds, and enhanced portfolio diversification through active management.
Why Active Management is Thriving in the Municipal Bond ETF Market
Active municipal bond ETFs are experiencing rapid growth, offering investors tax-free income, potential outperformance over passive funds, and enhanced portfolio diversification through active management.
Golden State Munis: Opportunity in Uncertainty?
Despite California's fiscal challenges and budget deficits, its municipal bonds remain a compelling investment opportunity due to manageable debt levels, strong yields and long-term economic resilience.
Golden State Munis: Opportunity in Uncertainty?
Despite California's fiscal challenges and budget deficits, its municipal bonds remain a compelling investment opportunity due to manageable debt levels, strong yields and long-term economic resilience.
The Decline of S&P 500 Dividends: Why Active ETFs Are Key for Income Investors
As the S&P 500's yield hits two-decade lows due to tech dominance, active ETFs offer income investors a way to achieve higher dividends and combat declining yields.
The Decline of S&P 500 Dividends: Why Active ETFs Are Key for Income Investors
As the S&P 500's yield hits two-decade lows due to tech dominance, active ETFs offer income investors a way to achieve higher dividends and combat declining yields.
Municipal Bonds Win: Why Smart Investors Focus on Tax-Equivalent Yield
Municipal bonds offer tax-advantaged income and, when evaluated using taxable equivalent yield, often outperform other bonds in after-tax returns, making them a valuable investment for all tax brackets.
Municipal Bonds Win: Why Smart Investors Focus on Tax-Equivalent Yield
Municipal bonds offer tax-advantaged income and, when evaluated using taxable equivalent yield, often outperform other bonds in after-tax returns, making them a valuable investment for all tax brackets.
Navigating the Fixed Income Puzzle: Why Short-Term Credit Could Be the Answer
Focusing on short-term bonds and credit opportunities can help fixed-income investors secure strong yields while minimizing volatility amid economic uncertainty and inflation.
Navigating the Fixed Income Puzzle: Why Short-Term Credit Could Be the Answer
Focusing on short-term bonds and credit opportunities can help fixed-income investors secure strong yields while minimizing volatility amid economic uncertainty and inflation.
A New Era in Cash Management: Money Market ETFs Take Center Stage
Wall Street's new 2a-7 compliant money market ETFs offer investors improved liquidity, reduced costs and stability, providing a promising solution for managing record levels of cash.
A New Era in Cash Management: Money Market ETFs Take Center Stage
Wall Street's new 2a-7 compliant money market ETFs offer investors improved liquidity, reduced costs and stability, providing a promising solution for managing record levels of cash.
Election Impact: Will Municipal Bonds Lose Their Tax-Exempt Status?
Investors in municipal bonds face uncertainty as potential tax reforms under the Trump administration could threaten their key tax-exempt status, impacting portfolios and state funding strategies.
Election Impact: Will Municipal Bonds Lose Their Tax-Exempt Status?
Investors in municipal bonds face uncertainty as potential tax reforms under the Trump administration could threaten their key tax-exempt status, impacting portfolios and state funding strategies.
Maximize Gains, Minimize Taxes: The Case for Tax-Loss Harvesting in Model Portfolios
Tax-loss harvesting can enhance model portfolios by reducing tax liabilities and improving long-term returns, especially when combined with the flexibility of ETFs to maintain strategic allocations.
Maximize Gains, Minimize Taxes: The Case for Tax-Loss Harvesting in Model Portfolios
Tax-loss harvesting can enhance model portfolios by reducing tax liabilities and improving long-term returns, especially when combined with the flexibility of ETFs to maintain strategic allocations.
From Volatility to Opportunity: Active ETFs as a Safe Haven During Political Shifts
Active ETFs offer investors a flexible, dynamic approach to navigate the heightened uncertainty and volatility typical of U.S. election cycles, especially in the wake of Trump's reelection.
From Volatility to Opportunity: Active ETFs as a Safe Haven During Political Shifts
Active ETFs offer investors a flexible, dynamic approach to navigate the heightened uncertainty and volatility typical of U.S. election cycles, especially in the wake of Trump's reelection.
Inflation vs. Income: How Real Yields Impact Your Bond Investments
Despite high nominal bond yields, rising inflation and economic uncertainty are eroding real yields, making inflation-protected securities like TIPS a compelling option for investors.
Inflation vs. Income: How Real Yields Impact Your Bond Investments
Despite high nominal bond yields, rising inflation and economic uncertainty are eroding real yields, making inflation-protected securities like TIPS a compelling option for investors.
Fewer Stocks, Higher Potential: The Rise of Concentrated Active ETFs
High conviction investing through concentrated active ETFs offers an alternative to traditional diversification, potentially boosting long-term returns by focusing on a smaller selection of deeply researched stocks.
Fewer Stocks, Higher Potential: The Rise of Concentrated Active ETFs
High conviction investing through concentrated active ETFs offers an alternative to traditional diversification, potentially boosting long-term returns by focusing on a smaller selection of deeply researched stocks.
Custom or Consistent? Navigating the Dynamic Debate in Model Portfolio Strategy
The rise of ETFs has made building diversified model portfolios easier, but advisors and investors now face a key decision: whether to stick with static allocations or adopt a dynamic, customizable approach to respond to changing market conditions
Custom or Consistent? Navigating the Dynamic Debate in Model Portfolio Strategy
The rise of ETFs has made building diversified model portfolios easier, but advisors and investors now face a key decision: whether to stick with static allocations or adopt a dynamic, customizable approach to respond to changing market conditions
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