Hard Protection may be a good option if you want to eliminate or significantly decrease an asset’s negative return in moderate to severely volatile market conditions. It's most effective in negative scenarios with significant volatility.
Capped Growth may be a good option if you want to noticeably increase an asset’s upside return potential, up to a cap. It's most effective in mild to moderate positive scenarios.
Listen to the full episode: On this episode of Animal Spirits, Matt Radgowski joins Michael Batnick and Ben Carlson to discuss customizing your client's assets with Structured Notes, utilizing Notes as a portfolio hedge, Halo’s latest innovations, and more!...
Buffered ETFs continue to gain traction as an efficient way to manage risk. This article helps advisors prepare for client questions.
GeoWealth offers a new-to-market capability with structured notes as a sleeve in a Unified Managed Account CHICAGO--(BUSINESS WIRE)--GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced a new partnership with Halo...
Nov. 14 & 21 • 1:00 pm CT