With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.
NewEdge Wealth announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms.
Michelangelo Dooley, CFP®, discusses how advisors can use Structured Notes to help boost investment performance while protecting client portfolios at the same time.
If you’ve ever wondered… what is a structured note? How do they work? And what role can they play in a portfolio? This webinar is for you!