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.
Municipal bonds are quickly becoming a portfolio staple, but investors may be confused on how to allocate capital to the sector. According to New York Life, the answer is focusing on need.
Municipal bonds are quickly becoming a portfolio staple, but investors may be confused on how to allocate capital to the sector. According to New York Life, the answer is focusing on need.
Treasury bonds are considered the ultimate safe haven. But lately, munis have been acting like the better bond position.
Treasury bonds are considered the ultimate safe haven. But lately, munis have been acting like the better bond position.
Jeffery Gundlach has quickly cemented himself as a top guru in the fixed income world. That’s why his latest five predictions are worth following.
Jeffery Gundlach has quickly cemented himself as a top guru in the fixed income world. That’s why his latest five predictions are worth following.
After last year’s rout, municipal bonds are offering tax-equivalent yields north of 6%. According to investment manager Thornburg, that’s a huge win for investors.
After last year’s rout, municipal bonds are offering tax-equivalent yields north of 6%. According to investment manager Thornburg, that’s a huge win for investors.
The pandemic and the rising rate environment hit hospital bonds right in the wallet. However, the freeze is starting to thaw, with these bonds offering plenty of high yields and tax benefits.
The pandemic and the rising rate environment hit hospital bonds right in the wallet. However, the freeze is starting to thaw, with these bonds offering plenty of high yields and tax benefits.
Interest in munis has exploded in recent months due to their tax benefits and high yields, which has many investors thinking twice about the premiums in the sector. However, they shouldn’t worry.
Interest in munis has exploded in recent months due to their tax benefits and high yields, which has many investors thinking twice about the premiums in the sector. However, they shouldn’t worry.
Thanks to the rise in interest rates, a variety of fixed income securities are paying high yields. But municipal bonds could be king of them all
Thanks to the rise in interest rates, a variety of fixed income securities are paying high yields. But municipal bonds could be king of them all
The pandemic has hit commercial real estate values in the office sector as work-from-home and recessionary worries have grown.
The pandemic has hit commercial real estate values in the office sector as work-from-home and recessionary worries have grown.
Municipal bonds have had mixed returns this year, despite plenty of positives. But, according to Blackrock, the sector is poised for a big rebound this summer.
Municipal bonds have had mixed returns this year, despite plenty of positives. But, according to Blackrock, the sector is poised for a big rebound this summer.
Taxable municipal bonds are currently offering high yields and the chance for capital appreciation. With issuance starting to stall, demand for these bonds has exploded
Taxable municipal bonds are currently offering high yields and the chance for capital appreciation. With issuance starting to stall, demand for these bonds has exploded
With bond’s yielding the most in a decade, many investors are overweight the sector. That’s bad long term according to J.P. Morgan’s Private Bank.
With bond’s yielding the most in a decade, many investors are overweight the sector. That’s bad long term according to J.P. Morgan’s Private Bank.
Small-cap stocks obscurity makes them a prime target for active management, with active ETFs leading the way.
Small-cap stocks obscurity makes them a prime target for active management, with active ETFs leading the way.
Envestnet's new ETFs blend passive and active management styles in one fund and that’s good news for investors.
Envestnet's new ETFs blend passive and active management styles in one fund and that’s good news for investors.
The SECURE Act 2.0 adds a plethora of new provisions expanding charitable donations and tax planning
The SECURE Act 2.0 adds a plethora of new provisions expanding charitable donations and tax planning
Long-term municipal bonds offer tax-free income and present a valuable opportunity for high-net-worth investors.
Long-term municipal bonds offer tax-free income and present a valuable opportunity for high-net-worth investors.
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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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