This week’s Talk Your Book is presented by Halo Investing:
This week we spoke with Halo Investing president and co-founder Jason Barsema about all things structured products.
We discuss:
- The coming boom in customization for advisors
- Filling the risk gap between stocks and bonds
- How structured notes work
- Making structured products better
- Creating a customized structured note
- The 2 primary risks of structured notes
- The impact of taxes on structured products
- How do banks fit into this marketplace?
- How to fix annuities
- How technology helps decrease costs and complexity
Listen here:
Links:
- Buffered outcome ETFs
- Halo for financial advisors
- Halo blog
- Talk Your Book: Defined Outcome Strategies with Jason Barsema of Halo Investing
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