Jason Barsema, President and Co-Founder of Halo Investing discusses investment solutions for volatile markets and how advisors can show differentiated value during times of uncertainty.
From healthcare expenses to education and income needs, people are ever more responsible for their own financial security. Between the 24/7 news cycle screaming itself from crisis to crisis, historically-stretched equity valuations, and record-low interest rates, keeping client emotions in check can be a challenging proposition for most advisors.
Protective Investments, a class of defined-outcome financial solutions, are designed to help advisors achieve client goals and ultimately bridge the risk gap between stocks and bonds. Advisors are increasingly turning to protective investments as a way to smooth the ride for investors and help improve client outcomes.
Risk-managed structured notes can be used in a portfolio to generate both growth and income with protection. Structured notes have come along way. Historically, the structured note market had many barriers to entry, including high costs, lack of transparency, and an inefficient market.
Today the structured note landscape is a roughly $3 Trillion market worldwide and offers advisors access to highly customizable products with competitive pricing and transparent fees. Halo Investing’s 2022 Protective Investing Playbook uses a level-headed approach to help advisors confidently lead investment and retirement conversations with clients.
For more insights on this topic, register and watch Halo Investing’s webcast: The 2022 Protective Investing Playbook, will cover:
- Offensive plays that improve upside capture while also mitigating downside exposure.
- Defensive plays that allow for varying levels of principal protection.
- How protective investing can improve client outcomes while differentiating an advisor’s capabilities.
Watch Replay Halo Investing is a Chicago-based firm focused on providing efficient access to structured notes, buffered ETFs and annuities. Serving the advisor, wealth manager and RIA community, Halo aims to democratize the protective investment marketplace.