How Advisors Can Match Portfolio Challenges to the Right Structured Note Features
The strongest Structured Note conversations begin with the problem inside the portfolio, not the language on the term sheet.
Author: Halo Investing
April’s Explosive Rally: The Case for Staying Invested with Protection in 2026
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.
Principal Protected Notes: The Advisor’s Guide to Downside Protection with Upside Potential
How Principal Protected Structured Notes help advisors shield client capital from market downturns, without sacrificing growth potential.
Halo Investing and Ironlight Group Inc. Announce Strategic Collaboration to Tokenize and List Structured Notes on the Blockchain
Making Halo one of the first platforms in the U.S. to tokenize and list Structured Notes on a public blockchain.
Model Portfolios Are Under Pressure: How Structured Note SMAs Fill the Gap
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.
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