Finding Salvation in Fallen Angel Bonds
Dubbed Fallen Angel bonds, these former high flyers, which have migrated into junk status, may offer some of the best yields and returns around.
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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Finding Salvation in Fallen Angel Bonds
Dubbed Fallen Angel bonds, these former high flyers, which have migrated into junk status, may offer some of the best yields and returns around.
Hybrids Could Be the Income Solution
Hybrid securities may provide the high income and stability investors need during the current market malaise.
Hybrids Could Be the Income Solution
Hybrid securities may provide the high income and stability investors need during the current market malaise.
Invest or Buy an Annuity? Which Makes Sense For You?
Annuities of all stripes have plenty of appeal for a wide range of scenarios. However, the decision to purchase one is not cut and dried.
Invest or Buy an Annuity? Which Makes Sense For You?
Annuities of all stripes have plenty of appeal for a wide range of scenarios. However, the decision to purchase one is not cut and dried.
Potential Portfolio Insurance With a Contingent Deferred Annuity
While CDAs are a relatively new product and are still in their infancy, investors may want to have this annuity product on their radar.
Potential Portfolio Insurance With a Contingent Deferred Annuity
While CDAs are a relatively new product and are still in their infancy, investors may want to have this annuity product on their radar.
Annuities Versus Bonds: Which Might Be Better?
Thanks to their steadfast guarantees, fixed annuities may offer the ballast and income generation that investors need and crave in the current high volatility environment.
Annuities Versus Bonds: Which Might Be Better?
Thanks to their steadfast guarantees, fixed annuities may offer the ballast and income generation that investors need and crave in the current high volatility environment.
Fidelity Sees Future Retirement Savings in Annuities
Thanks to a set of recent proposals and platform upgrades, Fidelity is making it easier for investors in workplace plans to buy annuities to meet their income needs.
Fidelity Sees Future Retirement Savings in Annuities
Thanks to a set of recent proposals and platform upgrades, Fidelity is making it easier for investors in workplace plans to buy annuities to meet their income needs.
Could a Qualified Longevity Annuity Contract Be a Good Choice?
Given the benefits of fighting longevity and the ability to reduce RMDs, qualified longevity annuities could make a lot of sense for many investors.
Could a Qualified Longevity Annuity Contract Be a Good Choice?
Given the benefits of fighting longevity and the ability to reduce RMDs, qualified longevity annuities could make a lot of sense for many investors.
Watch For How Your Annuity Is Taxed
Annuities offer the ability to provide steady income for a participant’s life. However, there are tax implications to consider.
Watch For How Your Annuity Is Taxed
Annuities offer the ability to provide steady income for a participant’s life. However, there are tax implications to consider.
Annuities Could Help With Sequence Risk
The recent market malaise has brought sequence of returns risk back into the headlines. By purchasing an annuity, investors can eliminate much of that risk
Annuities Could Help With Sequence Risk
The recent market malaise has brought sequence of returns risk back into the headlines. By purchasing an annuity, investors can eliminate much of that risk
Cash Is Not Trash With Active ETFs
Thanks to the flurry of active ETFs in the cash and limited-duration bond space, investors have plenty of opportunity to pick up plenty of risk-free yield.
Cash Is Not Trash With Active ETFs
Thanks to the flurry of active ETFs in the cash and limited-duration bond space, investors have plenty of opportunity to pick up plenty of risk-free yield.
Do Gift Annuities Now Make Sense?
Thanks to changes in interest rates and the tax picture, charitable gift annuities make a lot of sense these days for investors.
Do Gift Annuities Now Make Sense?
Thanks to changes in interest rates and the tax picture, charitable gift annuities make a lot of sense these days for investors.
The Time Is Now For Muni CEFs
By combining the tax-free nature of munis with the power of already buying at discount/higher yields of a CEF, investors are looking at a very interesting package.
The Time Is Now For Muni CEFs
By combining the tax-free nature of munis with the power of already buying at discount/higher yields of a CEF, investors are looking at a very interesting package.
Portfolio Concentration Risk Is Real
Thanks to the fact that tech has led for so long, many of the major indices are now very overweight in the sector, which is a huge issue now that tech has begun to lag.
Portfolio Concentration Risk Is Real
Thanks to the fact that tech has led for so long, many of the major indices are now very overweight in the sector, which is a huge issue now that tech has begun to lag.
ESG Stocks Have Less Risk
A whole slew of academic studies has now shown that ESG-heavy equities may actually reduce the overall risk of a portfolio.
ESG Stocks Have Less Risk
A whole slew of academic studies has now shown that ESG-heavy equities may actually reduce the overall risk of a portfolio.
Tontines: The Latest Retirement Planning Craze
The contracts originally designed to fund wars during medieval times are attracting serious attention from the financial planning and defined benefit community.
Tontines: The Latest Retirement Planning Craze
The contracts originally designed to fund wars during medieval times are attracting serious attention from the financial planning and defined benefit community.
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