Advisor Insights
Retirees Don’t Grasp Longevity Risk, Advisors Can Change This
What’s Ahead: Among the most important duties of a fiduciary financial advisor is educating clients on the biggest retirement risks. Unfortunately, so many investors still see an advisor’s role as…
Advisor Insights
Why Structured Notes for Yield
Relative to many popular high yield investments, Structured Notes may be able to produce similar but better risk-adjusted results.
Advisor Insights
You Should be Diversifying by Investment Vehicle, Not Just Asset Class
What’s Ahead: Industry giant BlackRock recently doubled down on its recommendation that investors abandon the traditional 60/40 stock and bond allocation. In a new era of higher interest rates, stubborn…
Advisor Insights
Are Better Days Ahead for Investors? Key Themes to Watch
There’s no shortage of macro risks that might prop up volatility in the months ahead. That’s why a portfolio that includes some protection from the possible downside ahead while offering…
Advisor Insights
SECURE Act 2.0: What It Means for Investors
Dig into some of the key facets of the legislation bound to impact retirees and even younger individuals and families.
Advisor Insights
Portfolio Strategies Using a Multi-Year Guaranteed Annuity
Halo Investing offers a suite of annuities to help advisors create customized portfolio strategies for all their clients. Our OID saves RIAs time and energy so they can focus on…
Advisor Insights
Personalized Financial Planning and Protective Investments Continue to Gain Prominence
Tailored plans with a human touch along with customized investment solutions with a nod toward risk management are in demand.
Advisor Insights
Volatility Rising: Keeping Your Cool With Protective Investments
Protective investments and defined-outcome strategies can help prevent investors from losing their cool when markets jump out of line.
Advisor Insights
Behavioral Considerations When Managing Client Stages of Life
Behavioral weakness can wreck the best laid plans, regardless of where you're at in the lifecycle. Protective investment approaches may help control for natural biases common to both the accumulation…
Advisor Insights
Annuities in a Rising Rate Environment
What’s Ahead: At long last, interest rates are on the rise. On March 16, the U.S. Federal Reserve announced that it was raising the target range for the Federal Funds…
Advisor Insights
Annuities: A Bridge to Retirement
Introduction: Delaying Social Security benefits to age 70 can make sense for many Americans. It is often said that the break-even age for such a strategy usually falls shortly after…
Advisor Insights
Why Investors Need More Than Stocks & Bonds
What’s Ahead: In today’s markets, investors have been at the mercy of market volatility, low yields and weakened gains. Protective investing may be a way to remove some of these…
