Layering Structured Notes For a More Effective Equity Hedge
Growth and income structured notes layered into a traditional asset allocation can be a solution to keep investors on track.
Author: Halo Investing
Structured Notes: A Twist on Asset Allocation and How Advisors Can Benefit
Structured notes can be easily understood by both the advisor and client, and maintain portfolio equity exposure, all while offering a level of downside protection with higher income yield.
Is There More Volatility Ahead After a Santa Claus Rally?
Investors and advisors might want to consider layering on some protective investments that can weather what could be more volatility ahead.
Halo Investing and Ladder Partner to Increase Protective Investment Solutions in the RIA Marketplace
With Ladder, you can ‘ladder’ up or down in life insurance protection. This is another step toward Halo's commitment to provide comprehensive protective solutions to the RIA marketplace.
Halo Investing Selected by BMO Wealth Management U.S. to Provide Access to Structured Notes Program
The Halo platform gives BMO Wealth Advisors in the U.S. access to a full suite of web-based tools
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