Thought Leadership from HALO Co-Founder

Jason Barsema joins the Closer's Panel on U.S. & China Trade Tensions



Structured Notes - No Dividend? Think Again
Posted under Market Trends, Education Mar 24, 2020 1:17 PM

Investors new to structured notes often say, “this looks too good to be true.” Since structured notes offer protection and upside participation, the question we often get is, “what’s the catch?” The common answer is that the investor is losing out on [...]

Implementing Structured Notes During Volatility
Posted under Market Trends Mar 18, 2020 12:43 PM

Every day, it seems like the market is offering attractive entry points, and yet every other day, the market seems to be "limit down or limit up." Volatility has arrived in global markets. These are trying times indeed, but in my opinion, this is not a solvency [...]

"The Ice Cubes Are Marinating" - Volatility and Protective Investing
Posted under Market Trends Mar 04, 2020 9:40 AM

Hi everyone, and as Art Cashin likes to say, "the ice cubes are marinating" for many of us after these last two weeks...For Halo, last week was one of the most active week's in our company's history from our Advisor base. I suspect this will continue. With this in mind, over the last 12 [...]

Halo Co-Founder Biju Kulathakal speaks with Jeffery Carter on the Limit Up! Podcast
Posted under Market Trends Dec 02, 2019 12:34 PM

Halo’s Co-founder and CEO Biju Kulathakal sat down with Jeff Carter of Limit Up! Podcast to discuss the future of the structured note marketplace. In the past, structured notes were mostly only available to high powered firms or wealthy individuals. As a new startup, Halo Investing, is [...]

Jason Barsema: Thoughts on Volatility
Posted under Market Trends, Halo Nov 15, 2019 5:17 PM

Hi everyone, Wow, what a week. We all expected volatility was coming, but the thing about volatility is that you never know exactly when it will rear its ugly head. Given the past two days, I would like to share my thoughts on where we go from here and what Structured Notes we can look at [...]