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Listen to Halo Founder Discuss Structured Notes on the Animal Spirits Podcast
Posted under Education Nov 19, 2019 11:59 AM

Halo’s Co-founder and President, @jbmasterchief, sat down with Michael Batnick, CFA and Ben Carlson, CFA of Ritholtz Wealth Management on the Animal Spirits Podcast to discuss the benefits of protective and defined outcome investing through structured notes. Take a listen to the podcast and [...]

Lesson 1: Growth Halo Notes
Posted under Education Nov 15, 2019 5:25 PM

Growth Halo Notes provide investors with the possibility of a higher multiple of Growth than that of a standard debt security or the dividend yield from an equity portfolio. Investors who purchase a Growth Halo Note receive a multiple of the underlying’s return while getting substantial [...]

Lesson 2: Income Halo Note
Posted under Education Nov 15, 2019 5:24 PM

Income Halo Notes provide investors with the possibility of a higher stream of income than that of a standard debt security or the dividend yield from an equity portfolio. Investors who purchase an Income Halo Note receive a fixed coupon payment that is paid out over the life of the [...]