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.
Model Portfolios Are Under Pressure: How Structured Note SMAs Fill the Gap
Key Takeaways: Rising stock-bond correlations challenge traditional diversification and long-standing 60/40 assumptions Clients would like growth, income, and protection — without the usual tradeoffs Structured Note SMAs are designed to provide a flexible,...




