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 ...

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 ...

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...

One of my favorite advertising slogans from childhood was the Wendy’s “where’s the beef?” question regarding competitor (i.e., McDonalds and Burger King) hamburgers. I often hear a similar question ...

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 ...

Here is an investment that sounds just too good: Investors get 150% of the upside of the stock market but just 90% of the downside. That is the promise of structured notes issued by companies such as ...

CHICAGO--(BUSINESS WIRE)--GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced a new partnership with Halo Investing, an award-winning platform for ...

Question: We have over $500,000 invested with a certified financial planner (CFP) we like — most of it in very safe bonds to generate a little income. We are also into structured notes that generate ...

CHICAGO, July 24, 2025 (GLOBE NEWSWIRE) -- Advisors are seeking investment opportunities to strengthen portfolios and manage volatility, but have historically lacked the technology to evaluate ...

Occasionally I see financial products spring from the dead to devour investor dollars. One such product is called a "structured note." Structured notes are like bonds, only linked to derivatives.

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 ...