Understanding Structured Notes: Capped Growth Notes
Capped Growth may be a good option if you want to noticeably increase an asset’s upside return potential, up to a cap. It's most effective in mild to moderate positive scenarios.
Author: Halo Investing
LISTEN: Matt Radgowski Talks Customizing Your Client’s Assets with Structured Notes on The Animal Spirits Podcast
Listen to the full episode: On this episode of Animal Spirits, Matt Radgowski joins Michael Batnick and Ben Carlson to discuss customizing your client's assets with Structured Notes, utilizing Notes as a portfolio hedge, Halo’s latest innovations, and more!...
Buffered ETFs Thriving in 2023’s Bull Market: Essential Insights for Advisors
Buffered ETFs continue to gain traction as an efficient way to manage risk. This article helps advisors prepare for client questions.
GeoWealth Partners with Halo, Enabling RIAs to Better Integrate Structured Notes into Model Portfolios
GeoWealth offers a new-to-market capability with structured notes as a sleeve in a Unified Managed Account CHICAGO--(BUSINESS WIRE)--GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced a new partnership with Halo...
Investors Seek Advisors Who Go Beyond the Numbers
Protective investment strategies may help relieve uncertainty around hitting money goals throughout an individual’s or couple’s financial life, and the advisor’s role is more valued than ever.
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