As stock-bond correlations hit multi-decade highs and equity valuations rival dot-com extremes, May's record-setting rally comes with risks investors shouldn't ignore.
The strongest Structured Note conversations begin with the problem inside the portfolio, not the language on the term sheet.
As transparency and fiduciary standards reshape wealth management, RIAs are rethinking how insurance fits into financial planning.
After one of the market’s best months in years, volatility hasn’t gone away — it’s just shifted direction. Here’s what April’s rally means for risk-aware investors and the portfolios built to weather what comes next.
How Principal Protected Structured Notes help advisors shield client capital from market downturns, without sacrificing growth potential.
As stock-bond correlations hit multi-decade highs and equity valuations rival dot-com extremes, May's record-setting rally comes with risks investors shouldn't ignore.
The strongest Structured Note conversations begin with the problem inside the portfolio, not the language on the term sheet.
As transparency and fiduciary standards reshape wealth management, RIAs are rethinking how insurance fits into financial planning.
After one of the market's best months in years, volatility hasn't gone away — it's just shifted direction. Here's what April's rally means for risk-aware investors and the portfolios built to weather what comes next.
How Principal Protected Structured Notes help advisors shield client capital from market downturns, without sacrificing growth potential.
Making Halo one of the first platforms in the U.S. to tokenize and list Structured Notes on a public blockchain.
The traditional 60/40 is showing its age. Discover how structured note SMAs can help advisors deliver defined outcomes across a range of client profiles.
The first quarter of 2026 tested traditional diversification and exposed why investors need better tools than a simple stock-bond mix.
A new integration brings sophisticated, options-based risk management into a streamlined advisor workflow, making advanced portfolio protection more accessible than ever.
Firms officially launch the Halo-WisdomTree Structured Income Strategy, designed to deliver income, downside protection and scalable portfolio solutions for advisors navigating today’s markets.
The essential getting started guide. We cover how Notes can compliment a portfolio and unlike many ‘alternatives’, you don’t need to learn a bunch of new concepts (or math). This is a top Google search for good reason.
Join Halo Investing Co-Founder & President, Jason Barsema, to discuss the basics of Structured Notes, where they fit in a portfolio, and some examples to get you started.
Our latest articles for institutional advisors insights and thought leadership
The traditional 60/40 is showing its age. Discover how structured note SMAs can help advisors deliver defined outcomes across a range of client profiles.
The first quarter of 2026 tested traditional diversification and exposed why investors need better tools than a simple stock-bond mix.
Savvy financial advisors are using Structured Notes to get around some of the shortcomings of traditional allocation strategies. This summary helps break that down for 2026.
As AI disruption reshapes markets, investors are rotating toward asset-heavy, “undisruptable” companies known as HALO stocks.
Tax season and liquidity always goes hand in hand. Ray Denis joins the show to discuss strategies for today’s market.
As stock-bond correlations hit multi-decade highs and equity valuations rival dot-com extremes, May's record-setting rally comes with risks investors shouldn't ignore.
The strongest Structured Note conversations begin with the problem inside the portfolio, not the language on the term sheet.
As transparency and fiduciary standards reshape wealth management, RIAs are rethinking how insurance fits into financial planning.
After one of the market's best months in years, volatility hasn't gone away — it's just shifted direction. Here's what April's rally means for risk-aware investors and the portfolios built to weather what comes next.
The traditional 60/40 is showing its age. Discover how structured note SMAs can help advisors deliver defined outcomes across a range of client profiles.
The first quarter of 2026 tested traditional diversification and exposed why investors need better tools than a simple stock-bond mix.
Savvy financial advisors are using Structured Notes to get around some of the shortcomings of traditional allocation strategies. This summary helps break that down for 2026.
As AI disruption reshapes markets, investors are rotating toward asset-heavy, “undisruptable” companies known as HALO stocks.
Tax season and liquidity always goes hand in hand. Ray Denis joins the show to discuss strategies for today's market.
Explore how technology and structured notes are evolving beyond traditional 60/40 portfolios to provide advisors with customizable, protective, goal-driven investment strategies.
Get back to the basics with these foundational Structured Note articles
Catapult Notes can be an interesting way to produce a compelling rate of return if called early. Otherwise, potential payoffs "catapult" to generous enhanced upside.
Catapult Notes can be an interesting way to produce a compelling rate of return if called early. Otherwise, potential payoffs "catapult" to generous enhanced upside.
Soft Protection may be a good option if you want to eliminate some of the negative return potential of an asset while potentially enhancing upside potential.
Many investors are familiar with the concept of fixed-income laddering. The same practice can be applied to Structured Notes to help reduce a range of risks, including reinvestment risk, interest-rate risk, and issuer risk.
Catapult Notes can be an interesting way to produce a compelling rate of return if called early. Otherwise, potential payoffs “catapult” to generous enhanced upside.
Worst-of Structured Notes can increase return potential, but they come with some unique risks you should understand.
How Principal Protected Structured Notes help advisors shield client capital from market downturns, without sacrificing growth potential.
After back-to-back years of strong gains in the S&P 500, shifting part of a client portfolio to Structured Notes with downside protection could be the ideal prudent play. You can also tax-loss harvest with Structured Notes themselves.
Soft Protection may be a good option if you want to eliminate some of the negative return potential of an asset while potentially enhancing upside potential.
Many investors are familiar with the concept of fixed-income laddering. The same practice can be applied to Structured Notes to help reduce a range of risks, including reinvestment risk, interest-rate risk, and issuer risk.
Catapult Notes can be an interesting way to produce a compelling rate of return if called early. Otherwise, potential payoffs "catapult" to generous enhanced upside.
Worst-of Structured Notes can increase return potential, but they come with some unique risks you should understand.
Structured Notes can be a powerful tool for managing client emotions while dialing in a personalized risk-reward profile. Cameron Dawson explains.
Structured Notes with a fixed coupon can be a good way to add reliable investment income potential. Learn the basics.
Contingent Income Notes are a unique variation on the vanilla Income Note because periodic coupon payments are only paid when an underlier is above the coupon barrier level on specific observation dates. Some scenarios are described below. This Note type may be ideal for investors wishing to express a mildly bullish or even slightly bearish view on an underlying index.
We created the below infographic to explain what a structured note is, describing two main types and how to implement them in a portfolio.