Episode one of What the Halo featured Halo’s Co-Founder and President, Jason Barsema, as he discusses investing in an election year, specifically ways to incorporate Structured Notes.
How Advisors Can Match Portfolio Challenges to the Right Structured Note Features
Table of Contents Table of contentsKey Takeaways:Why Challenge-First Framing WorksChallenge 1: A Client Wants To Stay Invested but Feels Increasingly Exposed to DownsideChallenge 2: A Client Needs Income, but the Usual Sources May Not Do EnoughChallenge 3: A Client...




