Скачать или смотреть Navigating Market Volatility: Portfolio Protection Strategies Using Structured Notes

In this insightful discussion, Halo Investing’s Co-Founder & President, Jason Barsema, sits down with Phil Johnson, President of Rothschild Wealth Partners. They dive into strategies for navigating today’s volatile markets, focusing on communication, diversification, and the tactical use of structured notes.

From balancing client conversations to deploying growth and income notes with varied levels of protection, Phil shares his firm’s practical approach to managing portfolios amid fiscal and political uncertainty.

Discover how Rothschild Wealth Partners leverages structured notes to provide both growth opportunities and downside protection, even in these turbulent times.

📈 Topics covered:
Effective client communication in volatile markets
Leveraging structured notes for growth and income
Hard vs. soft protection: Making strategic decisions
The role of diversified portfolios during market uncertainty

New to Protective Investments? Explore some of our resources on the Halo Journal related to this discussion:
Market Volatility for Increased Income: https://haloinvesting.com/what-the-ha...
Tackling the Retirement Crisis: https://haloinvesting.com/navigating-...
Productive Client Conversations About Risk: https://haloinvesting.com/using-struc...

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Structured Notes can be a good investment if you understand how they work. At times, Structured Notes can have complex features and opaque fees. Halo helps explain risks and considerations investors should know to help make these investments more accessible.

See Halo’s Structured Notes 101 for the basics, including what are Structured Notes, where Structured Notes fit in a portfolio, and getting started with Structured Notes: https://haloinvesting.com/resources/s...

To get started with Halo and Structured Notes visit https://haloinvesting.com/

Content and any tools discussed are provided for educational and information purposes only. Halo Investing makes no investment recommendations and does not provide financial, tax, or legal advice. Any structured product or financial security discussed is for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular product or service.