Market Forecasting Is Hard: Here’s Your Uncertainty Hedge
Market forecasts often miss the mark, but Structured Notes offer investors a strategic opportunity to hedge against uncertainty, protect capital, and navigate volatility with confidence.
Advisor Insights
Alternative Investments: Five Reasons to Consider Structured Notes Instead
As the "alternative to alternatives," incorporating Structured Notes into client portfolios is the strategy that may set advisors apart.
German Defense Stocks Jump, Here’s How to Play the Trend
Four investment ideas for taking advantage of the jump in German defense stocks with Structured Notes.
Navigating Market Volatility: Investment Ideas for Stability and Opportunity in 2025
Structured Notes can offer stability in volatile markets, providing potential returns, cash flow, and downside protection through tailored strategies.
Alternative Growth Strategies: Breaking Away from the Mag 7
When the "Mag 7" stocks seem to be the only thing working, advisors are looking to diversify with alternative growth strategies.
How Rising Yields Create an Opportunity in Structured Notes
Step outside the box of traditional stocks and bonds with professionally managed Structured Note strategies.
Absolute Return Strategies with NewEdge Investment Solutions
Structured Note SMA Portfolio Manager, Michaelangelo Dooley, CFP, discusses two absolute return strategies from NewEdge Investment Solutions.
Investing in Uber with Structured Notes: A Case Study
When opportunity knocks, Structured Notes can be a good way dial in exposure but with the added benefit of downside protection.
2025 Fixed Income Update with Piton Investment Management
New year, new administration, new portfolio challenges. Here's how '24 wrapped up and what's possibly ahead in 2025.
A New Approach to Balanced Investing: Introducing the S&P 500 Market Agility 10 Index
Can volatility-controlled indices help portfolios dynamically navigate today's markets?
Structured Notes & Alternative Investments: An Advisorโs High-Growth Playbook
Tired of high fees, complexity, and illiquidity, many advisors are looking to Structured Notes as an alternative to "alts."
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.
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.
Market Forecasting Is Hard: Here’s Your Uncertainty Hedge
Market forecasts often miss the mark, but Structured Notes offer investors a strategic opportunity to hedge against uncertainty, protect capital, and navigate volatility with confidence.
Alternative Investments: Five Reasons to Consider Structured Notes Instead
As the "alternative to alternatives," incorporating Structured Notes into client portfolios is the strategy that may set advisors apart.
German Defense Stocks Jump, Here’s How to Play the Trend
Four investment ideas for taking advantage of the jump in German defense stocks with Structured Notes.
Navigating Market Volatility: Investment Ideas for Stability and Opportunity in 2025
Structured Notes can offer stability in volatile markets, providing potential returns, cash flow, and downside protection through tailored strategies.
Alternative Growth Strategies: Breaking Away from the Mag 7
When the "Mag 7" stocks seem to be the only thing working, advisors are looking to diversify with alternative growth strategies.
How Rising Yields Create an Opportunity in Structured Notes
Step outside the box of traditional stocks and bonds with professionally managed Structured Note strategies.
Absolute Return Strategies with NewEdge Investment Solutions
Structured Note SMA Portfolio Manager, Michaelangelo Dooley, CFP, discusses two absolute return strategies from NewEdge Investment Solutions.
Investing in Uber with Structured Notes: A Case Study
When opportunity knocks, Structured Notes can be a good way dial in exposure but with the added benefit of downside protection.
2025 Fixed Income Update with Piton Investment Management
New year, new administration, new portfolio challenges. Here's how '24 wrapped up and what's possibly ahead in 2025.
A New Approach to Balanced Investing: Introducing the S&P 500 Market Agility 10 Index
Can volatility-controlled indices help portfolios dynamically navigate today's markets?
Structured Notes & Alternative Investments: An Advisorโs High-Growth Playbook
Tired of high fees, complexity, and illiquidity, many advisors are looking to Structured Notes as an alternative to "alts."
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.
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.