Biju Kulathakal, Halo CEO and Co-Founder, featured in Kiplinger
By incorporating structured notes in a portfolio, advisers can better help clients stick to their short- and long-term planning goals and secure a brighter financial future.
Author: Halo Investing
You Should be Diversifying by Investment Vehicle, Not Just Asset Class
What's Ahead: Investment vehicle diversification is the next step forward to help protect client portfolios in a new market regime of correlated and volatile stock and bond markets. The 60/40 allocation may face troubled times ahead, but we outline ways which may...
Understanding Structured Notes: Selecting Payoff Types
Growth notes may be a good option if you want to invest in an asset and enhance it to generate higher returns in positive markets, whereas investors seeking to generate consistent returns and are willing to sacrifice large upside should lean towards Income Notes.
Buffered ETFs Gaining Ground: Comparing Risk-Reduction Strategies
What's Ahead: Investor interest in protecting against downside risk continues to be a top priority. Some of the most popular new ETFs are those built to provide enhanced income while limiting losses when volatility rises. Halo’s suite of defined-outcome investments...
Advisors Encounter Pros and Cons with Growth, Schwab Survey Says
The advisory community is increasingly feeling that growth comes at a price. Adding the right tech stack is just as important as growing AUM.
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