Invest In Your HSA Today
For retirement success, using HSA first could be the best strategy for long-term wins.
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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Invest In Your HSA Today
For retirement success, using HSA first could be the best strategy for long-term wins.
The Fed Hikes Again: Will It Be Enough?
The question is, when will the pace and size of the Fed’s interest rate moves start to moderate in an attempt at a soft landing?
The Fed Hikes Again: Will It Be Enough?
The question is, when will the pace and size of the Fed’s interest rate moves start to moderate in an attempt at a soft landing?
Tax-Loss Harvesting Works For Fixed Income Too
Thanks to the shift in rates and rising inflation, investors may have a once-in-a-lifetime opportunity to gain some significant tax benefits in their bond portfolios.
Tax-Loss Harvesting Works For Fixed Income Too
Thanks to the shift in rates and rising inflation, investors may have a once-in-a-lifetime opportunity to gain some significant tax benefits in their bond portfolios.
The SEC Takes Aim at ‘Greenwashing’
The media has dubbed this ‘greenwashing’ and the SEC is taking a note of it.
The SEC Takes Aim at ‘Greenwashing’
The media has dubbed this ‘greenwashing’ and the SEC is taking a note of it.
The SECURE 2.0 Act Is Coming
With the bill being tossed around Congress, Americans have another set of powerful tools and provisions to use in order to save for retirement.
The SECURE 2.0 Act Is Coming
With the bill being tossed around Congress, Americans have another set of powerful tools and provisions to use in order to save for retirement.
CEO Pay To Be a Big ESG Issue
As wage gaps continue to grow, executive compensation is now in the crosshairs of ESG investors.
CEO Pay To Be a Big ESG Issue
As wage gaps continue to grow, executive compensation is now in the crosshairs of ESG investors.
Investors Could See a LIFE-line in Their 401ks
Building on the momentum of the _SECURE Act_, a new bill in Congress may make the job of having lifetime income that much easier.
Investors Could See a LIFE-line in Their 401ks
Building on the momentum of the _SECURE Act_, a new bill in Congress may make the job of having lifetime income that much easier.
Climate Change & Muni Bond Insurance
Thanks to new climate change threats, munis may be riskier than we thought. And that newfound risk is now being identified in additional costs to muni bond insurance and credit profiles.
Climate Change & Muni Bond Insurance
Thanks to new climate change threats, munis may be riskier than we thought. And that newfound risk is now being identified in additional costs to muni bond insurance and credit profiles.
Rejoice! We Can Save a Bit More!
While Uncle Sam’s increases on retirement accounts weren’t as lucrative as previous years, they still offer savers the ability to sock away more
Rejoice! We Can Save a Bit More!
While Uncle Sam’s increases on retirement accounts weren’t as lucrative as previous years, they still offer savers the ability to sock away more
Russia Causes Havoc On ESG
The Russian-Ukrainian conflict has thrown ESG investors for a loop.
Russia Causes Havoc On ESG
The Russian-Ukrainian conflict has thrown ESG investors for a loop.
Use a 529 Plan as a Bonus Retirement Account
While it shouldn’t be your main driver for retirement investment, a 529 Plan can serve as a complement or bonus account for your retirement efforts.
Use a 529 Plan as a Bonus Retirement Account
While it shouldn’t be your main driver for retirement investment, a 529 Plan can serve as a complement or bonus account for your retirement efforts.
Key ESG Trends to Watch in 2022
State Street Global’s latest report on ESG shows some major shifts in ESG investor thinking and reinforces some already commonplace beliefs.
Key ESG Trends to Watch in 2022
State Street Global’s latest report on ESG shows some major shifts in ESG investor thinking and reinforces some already commonplace beliefs.
Go "Short" With Your Bonds
Bonds aren’t always the safest asset class. With the Fed raising rates, duration risk is now on the table for fixed income investors.
Go "Short" With Your Bonds
Bonds aren’t always the safest asset class. With the Fed raising rates, duration risk is now on the table for fixed income investors.
State Street Flexes Its ESG Proxy Muscle
The firm’s latest moves involve flexing its huge asset base and using its proxy voting ability to make changes on the ESG front.
State Street Flexes Its ESG Proxy Muscle
The firm’s latest moves involve flexing its huge asset base and using its proxy voting ability to make changes on the ESG front.
Private Credit Funds Could Provide Lost Yield
Once an asset class reserved for institutional and high-net-worth individuals, private credit options are now available to the average Joe
Private Credit Funds Could Provide Lost Yield
Once an asset class reserved for institutional and high-net-worth individuals, private credit options are now available to the average Joe
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