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.
Structured Notes 101
How to Choose a Structured Note’s Payoff
Structured Notes have many applications. Selecting a desired payoff is a core benefit to using structured notes.
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…
Structured Notes 101
Understanding Structured Notes: Selecting Payoff Types
Growth notes may be a good option if you want to invest in an asset and enhance it to generate higher returns in positive markets, whereas investors seeking to generate…
Structured Notes 101
Understanding Structured Notes: Memory Income Notes Payoff
Missed coupons accrue and can be paid in a lump sum if the Underlier recovers from below the Coupon Barrier Level on a Coupon Payment Date.
Structured Notes 101
Understanding Structured Notes: Fixed Income Notes Payoff
If you’re interested in generating a resilient income stream, then Contingent Income Notes, one type of Structured Note payoff, can convert equity returns into pure income across a range of…
Structured Notes 101
Understanding Structured Notes: Uncapped Growth Note Payoff
Uncapped Growth may be a good option if you want to increase an asset’s upside return potential. It's most effective in moderate to significantly positive scenarios.
Structured Notes 101
Understanding “Hard” Protection Structured Notes
Hard Protection may be a good option if you want to eliminate or decrease the negative return potential of an asset, while retaining some of its upside.
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.
Structured Notes 101
Understanding Structured Notes: Principal Protection
Investors seeking to generate attractive upside or who are comfortable with added risk may consider structured notes with Soft protection. On the other hand, investors seeking to reduce negative returns…
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
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.
