Market timing doesn’t work, but adding cash for rainy days does. Using the Dividend Aristocrats as a cash alternative. Last […]
View our recent webinar featuring Keebeck Wealth Management and their Founder, Bruce Lee, talking with Jason Barsema, Co-Founder and President of Halo Investing. In this session, Bruce and Jason will show how technology can be used to simplify Structured Notes to preserve assets and meet financial objectives for clients.
In episode 5 of the Stay Invested podcast, Mike McDaniel, Co-Founder and Chief Investment Officer of Riskalyze joins Halo Co-Founder Jason Barsema.
Halo’s CEO and Co-Founder, Biju Kulathakal, recently joined Bank of America’s Fintech Speaker Series: Spotlight on Wealth. Watch the video for a discussion on disruption of the wealth landscape, where Halo operates in the ecosystem, and challenges faced.
Financial advisors and investors can access AIG annuities on Halo’s independent digital marketplace.
Test your knowledge of Buffered ETFs with this interactive quiz!
Although lesser known in the U.S., structured notes are growing in popularity. Take the quiz and test your knowledge of this flexible investment that’s now available to more investors than ever!
Halo Investing Launches Annuities Platform, Helping Advisors Generate Reliable Retirement Income for Individual Investors
Independent marketplace streamlines the buying and management across the annuity lifecycle; Allianz Life among leading carriers on the platform.
Even with recent increased demand, many U.S. investors have limited experience using structured notes in client portfolios. With more education, added transparency and the right tools, more financial professionals can get comfortable using this flexible, risk-based investment.
Why consider a model portfolio that includes buffered ETFs? One benefit is that it could allow investors to take advantage of equity volatility. Watch the webinar recording now!
In episode 4 of the Stay Invested podcast, Walter White, President & CEO of Allianz Life Insurance Company of North America joins Halo co-founder Jason Barsema.
Halo Investing and Riskalyze have partnered to expand structured note access for investors. Learn more about the benefits that the partnership could bring to you and how you can make the most of the Halo platform.