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Advisor Insights Structured Notes 101 News Menu Home Advisor Insights News haloinvesting.com Log on to the Platform Home Advisor Insights News haloinvesting.com Log on to the Platform Trending The Advisors Guide To Outsourced Marketing LISTEN: Jason Barsema Talks Preserving Your Capital on the Animal Spirits Podcast How Structured Notes With a Catapult Feature Work 2023 Structured Notes Year in Review Structured Notes for Growing and Preserving Generational Wealth Advisor Insights Election Year Investing: Making the Most of Structured Notes Since the days of George Washington, the political party in office has had little effect on market outcomes. Structured notes can help tap into market potential. By Halo Investing January 11, 2024 Halo Journal Advisor Insights Looking for Yield? The Case for Structured Notes Instead of ETFs January 2, 2024 Advisor Insights Structured Notes Gain Momentum with Advisors: Falling Costs and a Retail Client Focus Fosters Demand October 2, 2023 Structured Notes 101 Risk Mitigation Without Diversification: How a Structured Note’s Downside Protection Decreases the Need for Diversification November 7, 2022 Structured Notes 101 Types of Structured Notes & How They’re Used in Portfolios July 7, 2022 Advisor Insights Annuities in a Rising Rate Environment April 14, 2022 Advisor Insights Structured Products in a Rising Rate Environment August 18, 2022 Advisor Insights Buffered ETFS for the Rest of 2022, and Beyond October 12, 2022 Advisor Insights Portfolio Strategies Using a Multi-Year Guaranteed Annuity October 19, 2022 Advisor Insights Protective Investing’s Latest News More Insights Advisor Insights The Advisors Guide To Outsourced Marketing April 17, 2024 Advisor Insights LISTEN: Jason Barsema Talks Preserving Your Capital on the Animal Spirits Podcast April 2, 2024 Advisor Insights 2023 Structured Notes Year in Review March 15, 2024 Advisor Insights Structured Notes for Growing and Preserving Generational Wealth March 15, 2024 Advisor Insights Buffered ETFs vs. Structured Notes: Getting Comfortable with Key Differences and Similarities March 12, 2024 Advisor Insights Structured Products For Risk Management March 3, 2024 Advisor Insights Investing in an Election Year February 27, 2024 Advisor Insights LISTEN: Alex Rabinovich Joins The Weighing Machine Podcast To Talk Defined Outcome Investing February 1, 2024 Advisor Insights Navigating the Annuity Surge: Trends, Challenges, and Opportunities for Advisors February 1, 2024 Advisor Insights 2024 Is Off To A Quick Start. Structured Notes May Help Clients Stick To This Year’s Financial Plan January 24, 2024 Advisor Insights LISTEN: Integration and Growth in the World of Structured Notes with Matt Radgowski, Halo Investing January 22, 2024 Advisor Insights Election Year Investing: Making the Most of Structured Notes January 11, 2024 Advisor Insights Looking for Yield? The Case for Structured Notes Instead of ETFs January 2, 2024 Advisor Insights Longevity Literacy: Helping Clients Live Out Happier Retirements December 5, 2023 Advisor Insights Tax-Loss Harvesting and Structured Notes: A Quick Primer November 6, 2023 Advisor Insights Personalizing the Client Investing Experience with Halo’s Structured Note SMA Marketplace October 18, 2023 Advisor Insights Elevate Your Advisory Practice with Structured Note Separately Managed Accounts October 17, 2023 Advisor Insights 6 Ways Separately Managed Accounts and Structured Notes Can Help You Grow Your Book October 17, 2023 Advisor Insights Structured Notes Gain Momentum with Advisors: Falling Costs and a Retail Client Focus Fosters Demand October 2, 2023 Advisor Insights The Pain Is Real: More Advisors Turn Dissatisfied Amid Non-Value-Add Tasks September 27, 2023 More Posts Ideas of the Week Weekly Ideas With Ed Idea of the week May 15 With Ed Idea of the week May 15 Idea of the week May 1 with Chloe Idea of the week May 22 With Alex Idea of the week May 22 With Dave Idea of the Week With Ed Idea of the Week Episode 1 Structured Notes 101 Simple Guides For Using Structured Notes Structured Notes 101 How Structured Notes With a Catapult Feature Work March 25, 2024 Structured Notes 101 How Worst-of” Structured Notes Work March 5, 2024 Structured Notes 101 How Structured Notes Can Help Lead Productive Client Conversations About Investment Risk February 20, 2024 Structured Notes 101 Want Regular Income? Think Structured Notes With Fixed Coupons February 2, 2024 Structured Notes 101 Understanding a Structured Note’s Contingent Coupon (Income) January 18, 2024 Structured Notes 101 Structured Notes 101 – Infographic December 12, 2023 Structured Notes 101 Understanding a Structured Note’s Soft (Barrier) Protection December 11, 2023 Structured Notes 101 Understanding Contingent Income” Payoff Structured Notes November 27, 2023 Structured Notes 101 Understanding a Structured Note’s Hard (Buffer) Protection September 11, 2023 Structured Notes 101 Getting to Know Capped Growth Notes August 24, 2023 Structured Notes 101 Understanding the Basics of Uncapped Growth Notes June 29, 2023 Structured Notes 101 Choosing a Structured Note’s Payoff May 16, 2023 Structured Notes 101 Understanding Structured Note Payoff Types May 1, 2023 Structured Notes 101 Understanding Memory Income” Payoff Structured Notes April 17, 2023 Structured Notes 101 Understanding a Note’s Principal Protection April 6, 2023 Structured Notes 101 Risk Mitigation Without Diversification: How a Structured Note’s Downside Protection Decreases the Need for Diversification November 7, 2022 Recent Posts Protective Investing’s Latest News Advisor Insights The Advisors Guide To Outsourced Marketing By Halo Investing April 17, 2024 Advisor Insights LISTEN: Jason Barsema Talks Preserving Your Capital on the Animal Spirits Podcast By Halo Investing April 2, 2024 Structured Notes 101 How Structured Notes With a Catapult Feature Work By Halo Investing March 25, 2024 Advisor Insights 2023 Structured Notes Year in Review By Halo Investing March 15, 2024 Advisor Insights Structured Notes for Growing and Preserving Generational Wealth By Halo Investing March 15, 2024 Advisor Insights Buffered ETFs vs. Structured Notes: Getting Comfortable with Key Differences and Similarities By Halo Investing March 12, 2024 Top Video Stay up-to-date More Posts Fintech News Making The Most of Innovation News FAB, Halo Investing Sign MoU to Advance Structured Notes Business November 30, 2023 News Halo Investing Appoints Hashbeer Ali as Executive Vice President – Institutional Sales, Middle East & Africa October 5, 2023 News BMO and Halo to Provide Canadian Advisors with First-of-its-Kind Structured Notes Platform September 25, 2023 News GeoWealth Partners with Halo, Enabling RIAs to Better Integrate Structured Notes into Model Portfolios August 10, 2023 News Halo Appoints Matt Radgowski as the New CEO June 26, 2023 News Halo Investing Launches the Industry’s First Multi-Manager Structured Note SMA Marketplace March 14, 2023 News Key Private Bank Selects Halo Investing for Access to Structured Notes Program March 13, 2023 News Halo Investing Named 2023 World’s Most Innovative Companies By Fast Company March 2, 2023 News Bringing Protective Equity Investing to Retail Wealth with Joanna Kanakis February 22, 2023 News Halo Investing Secures Financial Services Permission from Abu Dhabi Global Market Financial Services Regulatory Authority (FSRA) February 22, 2023 What the Halo? Primers and Guides On All Things Protective Investing 200 W Jackson Blvd, 18th Floor Chicago, IL 60606 Phone: 312.586.2790 Categories Advisor Insights Structured Notes 101 News Hedged Equity LinksStructured Notes Buffered ETFs Annuities Halo Investing is not a broker/dealer. Securities offered through Halo Securities LLC, a SEC-registered broker/dealer and member of FINRA/SIPC. Halo Securities LLC is affiliated with Halo Investing. Halo Securities LLC acts solely as distributor/selling agent and is not the guarantor of any structured note...