Navigating the Annuity Surge: Trends, Challenges, and Opportunities for Advisors
2023 was a record year for annuities sales. Learn how advisors are increasingly using to meet a variety of client investment challenges.
Author: Halo Investing
2024 Is Off To A Quick Start. Structured Notes May Help Clients Stick To This Year’s Financial Plan
Structured Notes can be an effective investment for helping clients manage market good and bad moments.
LISTEN: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing
Click to listen to the full episode ORIGINAL ARTICLE PROVIDED BY: WealthTech Today with Craig Iskowitz Halo CEO Matt Radgowski recently discussed the transformative power of Structured Notes, seamlessly integrating Notes into advisor workflows, and the future of...
Understanding Structured Notes: Contingent Coupons for Income Notes
Contingent Income Notes are a unique variation on the vanilla Income Note because periodic coupon payments are only paid when an underlier is above the coupon barrier level on specific observation dates. Some scenarios are described below. This Note type may be ideal for investors wishing to express a mildly bullish or even slightly bearish view on an underlying index.
Election Year Investing: Making the Most of Structured Notes
Since the days of George Washington, the political party in office has had little effect on market outcomes. Structured notes can help tap into market potential.
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