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 ...

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 ...

At first glance, a laddered approach to structured notes or buffered ETFs may seem like a strategy to manage risk and smooth returns over time. However, the accumulation of embedded gains, increased ...

A portfolio’s outcome is driven by a variety of factors on factors like commissions, time horizon, and asset classes, with strategy being a key determinant shaped by each manager’s risk tolerance.

Banks are wrapping crypto exposure into new products that offer returns tailored to distinct risk appetites with some ...

Luma Financial Technologies, a Cincinnati-based alternative investment platform, and SpiderRock Advisors, a Chicago-based provider of options strategies in the wealth market, have formed a new ...

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 ...

The sharp rise in interest rates is driving a record amount of investor dollars into cash products and other capital protected investments like principal protected structured notes and fixed indexed ...

Structured Notes and Buffer funds are sleep-well-at-night products designed to protect investors from market drops. Brokers and nervous investors love them, despite their complexity and fees. Talk to ...

NEW YORK--(BUSINESS WIRE)--Yieldstreet, a leading digital alternative investment platform, today announced its new partnership with Luma Financial Technologies, an award-winning global multi-issuer ...

Forbes contributors publish independent expert analyses and insights. William Baldwin covers investing, taxation and corporate finance. “I am a recent retiree and my financial advisor recommended that ...

Structured notes are linked to a reference asset, the most common being equities but they can also cover various indices, interest rates, and currency, commodity, or property markets, as a few ...