Thought Leadership from HALO Co-Founder

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

>> WATCH POST

Blog


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 [...]

What's the right protection level? Structured Notes & Volatility
Posted under Education Mar 09, 2020 4:48 PM

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. While Advisors should also make their own [...]

What is a structured note? [Infographic]
Posted under Education Dec 05, 2019 10:09 AM

Structured notes are more than an estimated $2 trillion dollar market globally. So why haven’t more investors heard of them? Traditionally, structured notes had a $1 million minimum [...]

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 [...]