Understanding “Soft” Protection Structured Notes
Soft Protection may be a good option if you want to eliminate some of the negative return potential of an asset while potentially enhancing upside potential.
Author: Halo Investing
How Laddering Structured Notes Reduces Risk and Improves Portfolio Management
Many investors are familiar with the concept of fixed-income laddering. The same practice can be applied to Structured Notes to help reduce a range of risks, including reinvestment risk, interest-rate risk, and issuer risk.
Back to Basics: Making the Most of Calendars, Customs, and Tack-On Structured Notes
Halo President, Jason Barsema, joins What the Halo to discuss how advisors can make the most of ready-made, Structured Notes often called calendars. We also discuss how custom Structured Notes work and when a calendar might be preferred to a custom. Other topics include, tack-on opportunities, as well as new fixed income options.
You Earned It, Why Not Keep It: Equity Risk Management Solutions For 2024
Lou Mandia of Morgan Stanley joins What the Halo to discuss what's working in risk management today. We cover Morgan Stanley's advisor solution team and how they're helping advisors make the most of concentrated equity positions, as well as other 'champagne' problems unique to today's market environment.
The Advisors Guide To Outsourced Marketing
Lisa Graham discusses how financial advisors can use their messaging to weed out clients that might not be a good fit, making room for the โidealโ client base. We also discuss how advisors can make the most of working with an outsourced marketing agency.ย
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