Advisor Insights
Biju Kulathakal, Halo CEO and Co-Founder, featured in Kiplinger
By incorporating structured notes in a portfolio, advisers can better help clients stick to their short- and long-term planning goals and secure a brighter financial future.
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
Buffered ETFs Gaining Ground: Comparing Risk-Reduction Strategies
What’s Ahead: Investors have caught a reprieve so far this year. The S&P 500 has been delivering solid gains, while overseas stocks have offered a boon to globally diversified portfolios.…
Advisor Insights
Advisors Encounter Pros and Cons with Growth, Schwab Survey Says
The advisory community is increasingly feeling that growth comes at a price. Adding the right tech stack is just as important as growing AUM.
Advisor Insights
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
Interest Rate Cuts Appear on the Horizon: What Can Investors Do Now?
None of our structured notes have gone through SVB, and our team constantly performs due diligence to ensure that our protective investment solutions are as safe as possible.
Advisor Insights
The SVB Failure: What Caused It and Where Do We Go From Here?
None of our structured notes have gone through SVB, and our team constantly performs due diligence to ensure that our protective investment solutions are as safe as possible.
Advisor Insights
Bullish investors expecting significant upside may want to multiply those gains
Advisor Insights
An Asset Allocation Strategy for 2023 [Halo x Riskalyze Webinar Replay]
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
SVB & Beyond: Making Sense, and the Most of This Opportunity With Structured Notes [Webinar Replay]
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
Fighting Volatility and the Fed with Buffered ETFs
Buffered ETFs can help everyday investors endure today’s market. Being able to sleep better at night with a portfolio focused on risk control can lead people to stick with their…
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
Is a Qualified Longevity Annuity Contract (QLAC) Right for You?
The turn of the year is an ideal time to consider your tax strategy and retirement plan. Another popular method by which advisors can help clients achieve financial security is…
Advisor Insights
Riding the Smart-Home Wave, With Protection
Equity Armor and Halo Investing have created several structured notes that seek to identify what we believe to be the best-in-class of smart homes and solar energy.
Advisor Insights
Still Looking For a Low Volatility Strategy? Think Structured Notes
A more efficient way to keep equity-like potential with the convenience of built-in downside risk mitigation is through structured notes.
