Implementing Structured Notes: A Guide To Get Started Today
It's never been easier to protect your portfolio with Structured Notes. This primer offers some simple examples, including how to analyze things.
Advisor Insights
Positioning for Predictability: How Advisors Use Defined Outcomes to Lower Risk and Improve Portfolios
Looking for more predictable portfolio outcomes? Defined-outcome investments, like Structured Notes, can help you reshape your returns by providing downside protection in exchange for a capped upside.
How to Unlock Uncorrelated High Income Strategies
The Piton Structured Note High Income Strategy offers financial professionals a unique approach to yieldโgenerating income from equity volatility instead of economic growth. By leveraging single-name reverse convertible notes, this strategy creates uncorrelated income with built-in downside awareness.
How Fee-Only Advisors are Growing Their Business with Insurance in 2025
As transparency and fiduciary standards reshape wealth management, RIAs are rethinking how insurance fits into financial planning.
More Investors Are Turning to Guaranteed Income StrategiesโHereโs Why
In a market defined by volatility and uncertainty, investors are rethinking traditional income strategies. Discover how a smarter, more tactical approach is delivering guaranteed yieldโwithout relying on economic growth or market timing.
How to Turn Market Volatility Into Uncorrelated Income
Kris Konrad shares how Pitonโs Structured High Income Strategy turns single-name equity volatility into yieldโdoubling the income potential of traditional high-yield ETFs.
Fixed Income Investing with an Institutional Edge: Why Intermediate Duration Works
From active management to institutional-grade precision, this article breaks down how investors can balance yield, stability, and growth in a rapidly changing market.
How RBC is Bringing Tactical Innovation to Structured Products
RBCโs Matt Swingle joins David Townsend to break down the S&P Market Agility Indexโhow it blends equity and fixed income exposures with tactical, rules-based volatility control.
Fixed Income Strategies for RIAs Balancing Yield, Liquidity, and Risk
Discover how active fixed income strategies can help RIAs, advisors, and institutions preserve capital, maintain liquidity, and capture enhanced yields in todayโs volatile interest rate environment.
Personalized Fixed Income Solutions for 2025 with Piton Investment Management
Dive into two actively managed fixed income strategies tailored for todayโs markets: the tactical ultra-short duration strategy and the taxable intermediate duration strategy.
Structured Notes in 2025: Building Portfolios with Purpose
David Townsend sits down with Kyle Markham to explore how Structured Notes are evolving from tactical tools to strategic portfolio staplesโand how Haloโs platform is helping advisors manage them at scale.
Navigating Market Volatility: Portfolio Protection Strategies Using Structured Notes
Jason Barsema sits down with Phil Johnson of Rothschild Wealth Partners to discuss how Structured Notes can provide portfolio protection and growth opportunities during market volatility.
Tackling the Retirement Crisis: A New Path to Financial Security
As financial leaders and policymakers meet to discuss the retirement crisis, new investment strategies are becoming important. We believe Structured Notes can be one of the tools for better financial security.
How to Use Market Volatility for Increased Income
Pitonโs Kris Konrad joins What the Halo to discuss a fresh approach to generating uncorrelated income. Discover why structured notes are gaining traction and how they could reshape the way investors think about yield and diversification.
Beyond Diversification: How to Avoid Behavioral Mistakes in Volatile Markets
Discover how you can recognize and overcome timing temptations in volatile markets, so you can safeguard long-term growth and stay on track toward your financial goals.
Implementing Structured Notes: A Guide To Get Started Today
It's never been easier to protect your portfolio with Structured Notes. This primer offers some simple examples, including how to analyze things.
Positioning for Predictability: How Advisors Use Defined Outcomes to Lower Risk and Improve Portfolios
Looking for more predictable portfolio outcomes? Defined-outcome investments, like Structured Notes, can help you reshape your returns by providing downside protection in exchange for a capped upside.
How to Unlock Uncorrelated High Income Strategies
The Piton Structured Note High Income Strategy offers financial professionals a unique approach to yieldโgenerating income from equity volatility instead of economic growth. By leveraging single-name reverse convertible notes, this strategy creates uncorrelated income with built-in downside awareness.
How Fee-Only Advisors are Growing Their Business with Insurance in 2025
As transparency and fiduciary standards reshape wealth management, RIAs are rethinking how insurance fits into financial planning.
More Investors Are Turning to Guaranteed Income StrategiesโHereโs Why
In a market defined by volatility and uncertainty, investors are rethinking traditional income strategies. Discover how a smarter, more tactical approach is delivering guaranteed yieldโwithout relying on economic growth or market timing.
How to Turn Market Volatility Into Uncorrelated Income
Kris Konrad shares how Pitonโs Structured High Income Strategy turns single-name equity volatility into yieldโdoubling the income potential of traditional high-yield ETFs.
Fixed Income Investing with an Institutional Edge: Why Intermediate Duration Works
From active management to institutional-grade precision, this article breaks down how investors can balance yield, stability, and growth in a rapidly changing market.
How RBC is Bringing Tactical Innovation to Structured Products
RBCโs Matt Swingle joins David Townsend to break down the S&P Market Agility Indexโhow it blends equity and fixed income exposures with tactical, rules-based volatility control.
Fixed Income Strategies for RIAs Balancing Yield, Liquidity, and Risk
Discover how active fixed income strategies can help RIAs, advisors, and institutions preserve capital, maintain liquidity, and capture enhanced yields in todayโs volatile interest rate environment.
Personalized Fixed Income Solutions for 2025 with Piton Investment Management
Dive into two actively managed fixed income strategies tailored for todayโs markets: the tactical ultra-short duration strategy and the taxable intermediate duration strategy.
Structured Notes in 2025: Building Portfolios with Purpose
David Townsend sits down with Kyle Markham to explore how Structured Notes are evolving from tactical tools to strategic portfolio staplesโand how Haloโs platform is helping advisors manage them at scale.
Navigating Market Volatility: Portfolio Protection Strategies Using Structured Notes
Jason Barsema sits down with Phil Johnson of Rothschild Wealth Partners to discuss how Structured Notes can provide portfolio protection and growth opportunities during market volatility.
Tackling the Retirement Crisis: A New Path to Financial Security
As financial leaders and policymakers meet to discuss the retirement crisis, new investment strategies are becoming important. We believe Structured Notes can be one of the tools for better financial security.
How to Use Market Volatility for Increased Income
Pitonโs Kris Konrad joins What the Halo to discuss a fresh approach to generating uncorrelated income. Discover why structured notes are gaining traction and how they could reshape the way investors think about yield and diversification.
Beyond Diversification: How to Avoid Behavioral Mistakes in Volatile Markets
Discover how you can recognize and overcome timing temptations in volatile markets, so you can safeguard long-term growth and stay on track toward your financial goals.