Talk Your Book: Custom Portfolio Protection

On today's show, we are joined by Matthew Radgowski, CEO of Halo Investing to discuss the difference between buffered ETFs and structured notes, Halo's new structured note SMAs, using structured notes as portfolio insurance, and much more! The post Talk Your Book: Custom Portfolio Protection appeared first on A Wealth of Common Sense. ...

Mar 3, 2025 - 14:12
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Talk Your Book: Custom Portfolio Protection
Today’s Talk Your Book is brought to you by Halo Investing: See here for more information on Halo’s structured product suite On today’s show, we discuss: The difference between buffered ETFs and structured notes Understanding structured note investing Halo’s structured note SMAs Using structured notes as an insurance policy on your portfolio How fees work with structured note SMAs Scaling custom-s...