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You Should be Diversifying by Investment Vehicle, Not Just Asset Class

What's Ahead: Investment vehicle diversification is the next step forward to help protect client portfolios in a new market regime of correlated and volatile stock and bond markets. The 60/40 allocation may face troubled times ahead, but we outline ways which may better protect retirement plans. Structured notes and annuities can be put to work…

ByHalo InvestingMay 8, 2023

Cover image for The Stay Invested Podcast featuring Phil Huber

Advisor Insights

Phil Huber, CFP, CFA on Asset Allocation, The Future of Alternative Investments, & The Allocator’s Edge

There’s no shortage of macro risks that might prop up volatility in the months ahead. That’s why a portfolio that includes some protection from the possible downside ahead while offering upside participation could continue to work as this uncertain year unfolds.

ByHalo InvestingApril 11, 2023

Small figure of a man in a suit standing on a stack of U.S. dollar bills

Advisor Insights

Interest Rate Cuts Appear on the Horizon: What Can Investors Do Now?

None of our structured notes have gone through SVB, and our team constantly performs due diligence to ensure that our protective investment solutions are as safe as possible.

ByHalo InvestingApril 10, 2023

Video cover photo for webinar with Halo and Riskalyze

Advisor Insights

An Asset Allocation Strategy for 2023 [Halo x Riskalyze Webinar Replay]

There’s no shortage of macro risks that might prop up volatility in the months ahead. That’s why a portfolio that includes some protection from the possible downside ahead while offering upside participation could continue to work as this uncertain year unfolds.

ByHalo InvestingMarch 20, 2023

Advisor Insights

Structured Notes: A Twist on Asset Allocation and How Advisors Can Benefit

Structured notes can be easily understood by both the advisor and client, and maintain portfolio equity exposure, all while offering a level of downside protection with higher income yield.

ByHalo InvestingJanuary 4, 2023

You Should be Diversifying by Investment Vehicle, Not Just Asset Class

Phil Huber, CFP, CFA on Asset Allocation, The Future of Alternative Investments, & The Allocator’s Edge

Interest Rate Cuts Appear on the Horizon: What Can Investors Do Now?

An Asset Allocation Strategy for 2023 [Halo x Riskalyze Webinar Replay]

Structured Notes: A Twist on Asset Allocation and How Advisors Can Benefit

Structured Notes 101 – Infographic

Structured Notes: What’s the Catch?