What's Ahead: New research concludes that seniors underestimate longevity risk and worry too much about market returns. Advisors must ensure they level-set risks so that their clients’ financial plans protect against outliving assets. Halo Investing’s platform...
By incorporating structured notes in a portfolio, advisers can better help clients stick to their short- and long-term planning goals and secure a brighter financial future.
What's Ahead: Investment vehicle diversification is the next step forward to help protect client portfolios in a new market regime of correlated and volatile stock and bond markets. The 60/40 allocation may face troubled times ahead, but we outline ways which may...
Growth notes may be a good option if you want to invest in an asset and enhance it to generate higher returns in positive markets, whereas investors seeking to generate consistent returns and are willing to sacrifice large upside should lean towards Income Notes.
What's Ahead: Investor interest in protecting against downside risk continues to be a top priority. Some of the most popular new ETFs are those built to provide enhanced income while limiting losses when volatility rises. Halo’s suite of defined-outcome investments...
Nov. 14 & 21 • 1:00 pm CT