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.
Tag: Financial Planning
Advisor Insights
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.
Advisor Insights
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.
Advisor Insights
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.
Advisor Insights
How Rising Yields Create an Opportunity in Structured Notes
Step outside the box of traditional stocks and bonds with professionally managed Structured Note strategies.
Advisor Insights
Absolute Return Strategies with NewEdge Investment Solutions
Structured Note SMA Portfolio Manager, Michaelangelo Dooley, CFP, discusses two absolute return strategies from NewEdge Investment Solutions.
Advisor Insights
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.
Advisor Insights
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.
Advisor Insights
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?
Advisor Insights
Structured Notes & Alternative Investments: An Advisor’s High-Growth Playbook
Tired of high fees, complexity, and illiquidity, many advisors are looking to Structured Notes as an alternative to "alts."
Advisor Insights
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.
Structured Notes 101
Tax-Loss Harvesting Strategy: Small Changes Create Big Gains
After back-to-back years of strong gains in the S&P 500, shifting part of a client portfolio to Structured Notes with downside protection could be the ideal prudent play. You can…
Advisor Insights
Lower Interest Rates Present an Opportunity in Growth Notes
The Fed rate cut in September opens some interesting opportunities for market-linked structured notes.
Structured Notes 101
How Laddering Structured Notes Reduces Risk and Improves Portfolio Management
Many investors are familiar with the concept of fixed-income laddering. The same practice can be applied to Structured Notes to help reduce a range of risks, including reinvestment risk, interest-rate…
Advisor Insights
Buffered ETFs vs. Structured Notes: Getting Comfortable with Key Differences and Similarities
Buffered strategies available in ETFs and Structured Notes are growing in popularity. This article breaks down the differences and similarities between Buffered ETFs and Structured Notes.