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 ...

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 ...

Structured notes are hybrid instruments that combine a bond component with an embedded derivative component, offering unique risk management and portfolio construction options. Structured notes are ...

Alternative investments do not correlate with the stock market and can produce gains when the overall market is down. Structured notes are one of the available alternative investments. These ...

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 ...

Forget investing, Wall Street is a marketing and sales machine. They've developed a real stinker of a product that at first glimpse appears like the answers to your prayers but really is just one more ...

When we build portfolios for our clients, we strive to make complex investment concepts easy to understand. Often, we reference a “Three Bucket” approach to asset allocation. To Be Happy Now, Live ...

When the European Central Bank signalled that its next likely rate move would be upwards, it triggered a sharp shift in interest rate expectations. The euro swaps yield curve dramatically inverted ...

Are Structured Notes the Right Investment for You? Are you considering investing in structured notes but aren’t sure where to start? The latest episode of the WealthBT should be on your must-listen ...

“Dresden, Germany! You’ve got to be kidding,” I said. Unfortunately, it was no joke. My client, a church endowment, had been sold a “structured note” which stated that the related prospectus was ...