Annuities for Rising Rate Environment
Introduction At long last, interest rates are on the rise. On March 16, the U.S. Federal Reserve announced that it […]
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Why Structured Notes Are a Vehicle and Not an Asset Class
There is a common misconception that structured notes are an asset class. Given the levels of abstraction unique to high […]
Annuities: A Bridge to Retirement
Annuities: A Bridge to Retirement Delaying Social Security benefits to age 70 can make sense for many Americans. It is […]
Structured Products in a Rising Rate Environment
Structured Products in a Rising Rate Environment In early 2022, inflation as measured by the Consumer Price Index (CPI), reached […]
How Breakaway RIAs Benefit By Working with Halo Investing
Introduction The RIA model has many advantages. Most notably the flexibility provided when considering marketing, branding, financial products, and technologies. […]
Refining Your Tech Stack with Halo Investing
What are your favorite things about being independent? Do you get satisfaction from helping individuals and families craft unique financial […]
How Advisors Benefit From Working With Halo Investing’s Outsourced Insurance Desk
Introduction An outsourced insurance desk (OID) eases the burden financial advisors face when seeking protective investments, such as annuities, for […]
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