David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...

Investors who want a trifecta of market exposure, decent upside and protection from losses might take a closer look at structured notes. These fixed income securities are a relatively new type of ...

Are Structured Notes the Right Investment for You? Are you considering investing in structured notes but aren’t sure where to start? The latest episode of the WealthBT should be on your must-listen ...

Structured notes are hybrid instruments that combine a bond component with an embedded derivative component, offering unique risk management and portfolio construction options. Structured notes are ...

I will be speaking in Toronto this week at the SPiCanada 2023 conference on structured notes, a segment of the investment market that has been growing so rapidly that it’s been fascinating to watch.

More investment advisors are finding a place in their clients’ portfolios for structured notes, according to leading alts provider CAIS. In a statement Thursday, CAIS said it’s registered a spike in ...

Question: We have over $500,000 invested with a certified financial planner (CFP) we like — most of it in very safe bonds to generate a little income. We are also into structured notes that generate ...

Are you seeking high yields but worried about the risks of BDCs and REITs? You aren’t alone. Andrew Ross Sorkin recently published an article in the New York Times’ Deal book discussing a popular Reit ...

While the vast majority of financial advisors have incorporated liquid alternative investments into their clients' portfolios, they may be ignoring one illiquid opportunity in the current environment.

My adviser suggested I diversify my portfolio to include structured notes, and I wanted to see what you thought of them. A.M. Headlines Newsletter ...