Talk Your Book: Locking In Higher Yields on Your Portfolio

Today’s Animal Spirits is brought to you by Halo Investing:

See here for more information on investing with Halo.

We had Jason Barsema, Co-Founder and President of Halo Investing on today’s show to talk about defined outcome investing.

On today’s show we discuss:

  • Halo Investing progress
  • Ins and outs of structured notes
  • How inflation and interest rates affect structured note pricing
  • Diversifying across banks
  • Replacing bonds within your portfolio
  • Retirement income strategies
  • Working with Halo as an advisor
  • Halo’s more exotic product availability

Listen here:



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