March Madness Market Volatility: Falling Stocks, $100 Oil, and Higher Rates
The first quarter of 2026 tested traditional diversification and exposed why investors need better tools than a simple stock-bond mix.
Author: Halo Investing
Halo Investing and Derivaty Partner to Democratize Access to Advanced Risk Management Solutions
A new integration brings sophisticated, options-based risk management into a streamlined advisor workflow, making advanced portfolio protection more accessible than ever.
WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions
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 Asset Allocation Framework Advisors Are Using to Prepare Portfolios for 2026
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.
HALO Stocks and the New Case for Portfolio Protection
As AI disruption reshapes markets, investors are rotating toward asset-heavy, “undisruptable” companies known as HALO stocks.
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