The democratization of finance is centered around building tailored portfolios for each client. It’s said that annuities are like the Swiss Army knife of portfolio management: They can be used to help ...

Cryptocurrencies often make headlines for their price swings. For example, Bitcoin fell by over 70% from its November 2021 all-time high. To manage this volatility, investors are increasingly using ...

With stock market volatility likely to remain high until the COVID-19 crisis ends, many investors, including physicians, are concerned about the unpredictability of portfolios’ performance. At the ...

As discussed in earlier columns, there are two types of structured-note products — those without a principal guarantee and those that guarantee the return of principal as a worst-case scenario.

The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial partner of Benzinga. Passive income, one of the most sought-after ...

When the European Central Bank signalled that its next likely rate move would be upwards, it triggered a sharp shift in interest rate expectations. The euro swaps yield curve dramatically inverted ...

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 ...

Fish and Fowl Today's column is something different. Rather than advance an argument, as this space customarily does, it describes an investment type: structured notes. Normally, I leave investment ...

If you have a “structured note” in any of your investment portfolios, please read this commentary. If you don’t, congratulations – you’ve avoided an opaque, illiquid, costly, and tax-inefficient ...

Your article was successfully shared with the contacts you provided. In a previous blog entry I described the basic mechanics of structured note variable annuities (SNVAs). The products’ partial or ...

In my work forensically examining investment portfolios on behalf of endowments, foundations and pensions, I have observed an alarming trend. Increasingly, banks serving in a fiduciary capacity, such ...