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. […]
Votes, COVID & Volatility
As the U.S. heads to the election polls and many countries enter another COVID-19 lockdown, markets look even more uncertain for the remainder of 2020.
Structured Notes In A Low Yield Environment
Structured Notes have emerged as a unique opportunity for investors and issuers in a low yield environment. Halo Investing Co-founder & President, Jason Barsema discusses how structured notes can benefit investor portfolios.
Implementing Structured Notes During Volatility
While past performance is not indicative of future results, we certainly see this as a time to take advantage of the Bear Market.
What’s the right protection level? Structured Notes & Volatility
Halo always likes to remind our readers of some of the tradeoffs between different types and features of structured notes available on the platform. Here we’ll discuss the difference between Hard and Soft protection.
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