Halo Investing

Key Takeaways: PPLI and PPVA are strategic asset-location tools designed to help sophisticated investors address the tax drag created by complex, tax-inefficient investments. PPLI can combine tax-efficient compounding with life insurance benefits, includi

Key takeaways Global equities rose over the summer despite rising bond yields, geopolitical risk, and growing fiscal concerns S&P 500 earnings estimates have gone accelerated rapidly, but AI capex and other unusual corporate profit tailwinds may not last

Key Takeaways A concentrated equity position can become a constraint on the broader financial plan, affecting liquidity, diversification, taxes, estate decisions, and the client's dependence on one company. Hedging and monetization brings two objectives t

On this episode of Animal Spirits: Talk Your Book, Michael Batnick…

Key Takeaways: The AI trade unraveled in July as semiconductor equities plunged, a high-profile hedge fund collapsed, and leveraged investors from South Korea to Wall Street were forced to unwind crowded positions Despite historic volatility beneath the s

Key Takeaways A Catapult Note uses the first observation date as the key decision point for the Note's payoff path. If the underlier is positive or otherwise meets the call condition on the first observation date, the Note may be called and the investor m

Halo Investing is a technology-enabled distribution firm focused on protective investing...

Key Takeaways Implementing Structured Notes does not need to be framed as a wholesale portfolio overhaul. Advisors can use Structured Notes either as layered allocations or as targeted replacements. Layered allocations usually work best when the goal is t

Key Takeaways: The Magnificent Seven lost market leadership in June as investors rotated into the broader market and AI-related volatility increased Elevated option premiums and implied volatility may create new opportunities for investors seeking income

Key Takeaways What Hard Protection means in plain English How a buffer may apply when losses stay within a stated range What can happen if losses move beyond the buffer How Hard Protection differs from Soft Protection Questions advisors and investors shou