The 2022 Protective Investing Playbook – Halo Investing – 11.17.21

Summary:

Now On Demand. 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, it hasn’t been easy keeping client emotions in check.

To help investors stay the course and get their portfolios over this wall of worry, advisors are increasingly turning to a class of defined-outcome financial solutions known as protective investments.

Halo Investing’s 2022 Protective Investing Playbook uses a level-headed approach to help advisors confidently lead investment and retirement conversations with clients.

In this upcoming webcast, we will discuss:

• 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.

Speaker:

Jason Barsema is the President and Co-Founder of Halo Investing where he leads the team and product vision. With over a decade of experience managing structured notes, he built the Halo platform to provide all investors access to this incredible investment product. Jason was previously a Partner on a large private banking team at Credit Suisse, where he managed portfolios for ultra-high net worth Individuals and institutions. Jason received his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.