Structured Notes & Alternative Investments: An Advisor’s High-Growth Playbook
Tired of high fees, complexity, and illiquidity, many advisors are looking to Structured Notes as an alternative to "alts."
Author: Halo Investing
S&P 500 Market Agility Index: Protecting client portfolios with rapid asset allocation
New, multi-asset index allows investors to benefits from quickly changing markets. When bundled with a Structured Note, better up/down capture is possible.
Lower Interest Rates Present an Opportunity in Growth Notes
The Fed rate cut in September opens some interesting opportunities for market-linked structured notes.
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.
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.
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