Election Year Investing: Making the Most of Structured Notes
Since the days of George Washington, the political party in office has had little effect on market outcomes. Structured notes can help tap into market potential.
Author: Halo Investing
Looking for Yield? The Case for Structured Notes Instead of ETFs
Key Implications: Some of the most popular investment products packaged by Wall Street in the last few years have been covered-call ETFs. Volatile stock markets and muted returns have resulted in retail flows into call-writing strategy funds. Structured Notes can...
Structured Notes 101 – Infographic
We created the below infographic to explain what a structured note is, describing two main types and how to implement them in a portfolio.
Understanding Structured Notes: Soft (Barrier) Protection
Soft Protection may be a good option if you want to decrease an asset’s potential for a negative return while also potentially enhancing the asset’s upside. It's most effective in positive scenarios and common negative scenarios.
Longevity Literacy: Helping Clients Live Out Happier Retirements
No one likes to admit it, but life expectancy is a growing concern for many households. Annuities are increasingly being used to offset some of many risks linked to living longer and fuller lives.
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