For clients looking to maximize their savings for retirement, structured investments can be a helpful tool. Structured investments, also known as structured notes, are a combination of a bond, which ...

At first glance, a laddered approach to structured notes or buffered ETFs may seem like a strategy to manage risk and smooth returns over time. However, the accumulation of embedded gains, increased ...

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 ...