Alternative investments do not correlate with the stock market and can produce gains when the overall market is down. Structured notes are one of the available alternative investments. These ...

At first glance, a laddered approach to structured notes or buffered ETFs may seem like a strategy to manage risk and smooth returns over time. However, the accumulation of embedded gains, increased ...

Cryptocurrencies often make headlines for their price swings. For example, Bitcoin fell by over 70% from its November 2021 all-time high. To manage this volatility, investors are increasingly using ...

Investors who want a trifecta of market exposure, decent upside and protection from losses might take a closer look at structured notes. These fixed income securities are a relatively new type of ...

I always tell people to Google “structured notes” to see what comes up. The first page of search results is filled with FINRA warnings, stories of complexity, high fees and a lack of liquidity and ...

Structured notes are hybrid instruments that combine a bond component with an embedded derivative component, offering unique risk management and portfolio construction options. Structured notes are ...

The latest trend sweeping through wealthtech is providing independent advisors with digital access to structured investments. But some worry they may be overly simplifying the complex, expensive and ...

Please provide your email address to receive an email when new articles are posted on . With stock market volatility likely to remain high until the COVID-19 crisis ends, many investors have become ...

The democratization of finance is centered around building tailored portfolios for each client. It’s said that annuities are like the Swiss Army knife of portfolio management: They can be used to help ...

Please provide your email address to receive an email when new articles are posted on . With stock market volatility likely to remain high until the COVID-19 crisis ends, many investors, including ...