What's Ahead: “Perfect” can be the enemy of “good” when it comes to building and maintaining the right financial plan — even for the most emotionally stable clients. Fear and greed are the animal spirits that can lead investors down dangerous roads — this rings...
Uncapped Growth Notes are one of the most vanilla forms of Structured Notes. Often they are called “Enhanced” Notes or something to that effect. Because they have the potential to retain, even enhance (or “multiply”), an investment’s upside potential, they can be...
Listen to the full episode: Jason Barsema recently joined Justin Watkins on the Out of Nowhere podcast presented by Native Digital to discuss the reality of the savings crisis, a background on Structured Notes, Halo’s mission to democratize protective investments,...
What's Ahead: A new survey underscores the value of serving a specific client type, so an advisor’s productivity is maximized. While annuities and Structured Notes are commonly thought to be relegated to retirees, other types of investors can benefit too....
We are excited to be working with some of the most established institutional asset managers in the defined-outcome investing landscape.
Nov. 14 & 21 • 1:00 pm CT