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.
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.
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.
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.
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.
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
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
The rapid rise of active ETFs has created significant closure risks for many smaller funds, posing a new challenge for investors who must now consider fund viability when selecting investments.
The rapid rise of active ETFs has created significant closure risks for many smaller funds, posing a new challenge for investors who must now consider fund viability when selecting investments.
As the yield curve returns to normal, long-dated municipal bonds offer attractive tax-free yields and strong total return potential, making them a compelling choice for investors in a falling interest rate environment.
As the yield curve returns to normal, long-dated municipal bonds offer attractive tax-free yields and strong total return potential, making them a compelling choice for investors in a falling interest rate environment.
Target-date funds with embedded annuities, like BlackRock's LifePath Paycheck, aim to simplify retirement income generation by automatically shifting assets toward annuities but come with potential trade-offs that investors must carefully consider.
Target-date funds with embedded annuities, like BlackRock's LifePath Paycheck, aim to simplify retirement income generation by automatically shifting assets toward annuities but come with potential trade-offs that investors must carefully consider.
Dividend stocks offer a powerful combination of income, lower volatility, and diversification, making them an essential component for enhancing the stability and returns of model portfolios.
Dividend stocks offer a powerful combination of income, lower volatility, and diversification, making them an essential component for enhancing the stability and returns of model portfolios.
Active ETFs offer superior tax efficiency compared to mutual funds, making them an excellent tool for maximizing after-tax returns and enhancing long-term portfolio growth.
Active ETFs offer superior tax efficiency compared to mutual funds, making them an excellent tool for maximizing after-tax returns and enhancing long-term portfolio growth.
Active bond managers, particularly those who focus on duration management, consistently outperform passive peers by navigating interest rate risks and market conditions more effectively.
Active bond managers, particularly those who focus on duration management, consistently outperform passive peers by navigating interest rate risks and market conditions more effectively.
Explore how integrating real estate into model portfolios can enhance diversification, provide steady income, and offer inflation protection through various investment vehicles like REITs and ETFs
Explore how integrating real estate into model portfolios can enhance diversification, provide steady income, and offer inflation protection through various investment vehicles like REITs and ETFs
Strong state finances, rising tax revenues, and increased rainy-day funds are positioning municipal bonds as a top choice for fixed-income investors heading into 2025.
Strong state finances, rising tax revenues, and increased rainy-day funds are positioning municipal bonds as a top choice for fixed-income investors heading into 2025.
As the Tax Cuts and Jobs Act nears expiration, municipal bonds emerge as a key opportunity for investors seeking tax-efficient, high-yield alternatives amid rising tax uncertainty.
As the Tax Cuts and Jobs Act nears expiration, municipal bonds emerge as a key opportunity for investors seeking tax-efficient, high-yield alternatives amid rising tax uncertainty.
Senior living municipal bonds have long been the place for high default rates amid high yields. But the risk-reward proposition could be changing.
Senior living municipal bonds have long been the place for high default rates amid high yields. But the risk-reward proposition could be changing.
It’s very rare for investors to have an opportunity to score higher-than-average yields and strong credit quality. Although, such an opportunity exists within the high-yield muni market.
It’s very rare for investors to have an opportunity to score higher-than-average yields and strong credit quality. Although, such an opportunity exists within the high-yield muni market.
Thanks to the Federal Reserve’s continued pause on rates, municipal bonds are offering something investors can’t get elsewhere. Equity-like returns with low risk
Thanks to the Federal Reserve’s continued pause on rates, municipal bonds are offering something investors can’t get elsewhere. Equity-like returns with low risk
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Aaron Levitt
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Despite high nominal bond yields, rising inflation and economic uncertainty are eroding real...
Kristan Wojnar, RCC™
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Our practice management subjects this week encompass becoming a multi-generational family advisor, preparing...
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Shauvik Haldar
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Despite volatility, for the rolling month the broader markets were marginally up.
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